Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.63M Sell
2025
Q2
$6.03M Sell
2025
Q1
$5.96M Sell
2024
Q4
$6.35M Buy
2024
Q3
$4.54M Sell
2024
Q2
$5.41M Buy
2024
Q1
$4.54M Buy
2023
Q4
$3.21M Sell
2023
Q3
$3.03M Buy
2023
Q2
$3.15M Buy
2023
Q1
$3.21M Buy
2022
Q4
$1.94M Sell
2022
Q3
$1.79M Sell
2022
Q2
$1.93M Buy
2022
Q1
$2.28M Buy
2021
Q4
$1.99M Sell
2021
Q3
$1.78M Buy
2021
Q2
$1.26M Buy
2021
Q1
$686K Buy
2020
Q4
$420K Buy
2020
Q3
$285K Buy
2020
Q2
$219K Buy