Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.62M Sell
2025
Q2
$4.67M Buy
2025
Q1
$2.53M Buy
2024
Q4
$2.62M Sell
2024
Q3
$2.89M Buy
2024
Q2
$2.04M Sell
2024
Q1
$2.89M Sell
2023
Q4
$2.75M Buy
2023
Q3
$2.33M Buy
2023
Q2
$1.65M Buy
2023
Q1
$1.23M Buy
2022
Q4
$756K Buy
2022
Q3
$509K Buy
2022
Q2
$216K Sell
2022
Q1
$297K Buy
2021
Q4
$267K Buy