Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.19M Buy
2025
Q2
$1.57M Sell
2025
Q1
$1.63M Buy
2024
Q4
$1.25M Sell
2024
Q3
$1.57M Buy
2024
Q2
$993K Buy
2023
Q2
Sell
2023
Q1
$611K Sell
2022
Q4
$376K Buy
2022
Q1
Sell
2021
Q4
$706K Sell
2021
Q3
$885K Buy
2021
Q2
Sell
2021
Q1
$412K Buy
2020
Q3
Sell
2020
Q2
$540K Buy