Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.4M Sell
2025
Q2
$6.26M Buy
2025
Q1
$5.18M Buy
2024
Q4
$3.85M Buy
2024
Q3
$3.9M Buy
2024
Q2
$2.56M Buy
2024
Q1
$1.36M Buy
2023
Q4
$515K Buy
2023
Q3
$301K Sell
2023
Q2
$294K Hold
2023
Q1
$306K Sell
2022
Q4
$351K Sell
2022
Q3
$293K Sell
2022
Q2
$339K Sell
2022
Q1
$372K Buy
2021
Q4
$284K Hold
2021
Q3
$307K Sell
2021
Q2
$330K Hold
2021
Q1
$314K Buy