Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.27M Sell
2025
Q2
$7.39M Sell
2025
Q1
$9.7M Buy
2024
Q4
$9.54M Sell
2024
Q3
$9.69M Sell
2024
Q2
$9.11M Buy
2024
Q1
$9.69M Buy
2023
Q4
$7.7M Buy
2023
Q3
$5.93M Buy
2023
Q2
$5.71M Buy
2023
Q1
$4.32M Buy
2022
Q4
$2.67M Buy
2022
Q3
$1.98M Buy
2022
Q2
$902K Buy
2021
Q4
Sell
2021
Q3
$241K Buy
2021
Q1
Sell
2020
Q4
$400K Buy