Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.24M Sell
2025
Q1
$3.6M Buy
2024
Q3
Sell
2024
Q2
$1.96M Buy
2023
Q2
Sell
2023
Q1
$736K Sell
2022
Q4
$957K Buy
2022
Q3
$922K Buy
2022
Q2
$511K Buy
2022
Q1
Sell
2021
Q4
$411K Buy
2021
Q3
Sell
2021
Q2
$450K Sell
2021
Q1
$634K Buy
2020
Q3
Sell
2020
Q2
$637K Buy
2020
Q1
$255K Buy