Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.5M Sell
2025
Q2
$11.8M Buy
2025
Q1
$6.24M Sell
2024
Q4
$11.4M Buy
2024
Q3
$7.56M Buy
2024
Q2
$682K Buy
2024
Q1
$411K Sell
2023
Q4
$1.92M Sell
2023
Q3
$3.62M Sell
2023
Q2
$5.39M Buy
2023
Q1
$2.42M Buy
2022
Q4
$880K Sell
2022
Q3
$5.13M Buy
2022
Q2
$3.19M Buy
2022
Q1
$249K Buy
2021
Q4
Sell
2021
Q3
$759K Buy
2021
Q2
Hold
2021
Q1
Hold