Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.55M Sell
2025
Q2
$5.58M Buy
2025
Q1
$4.75M Sell
2024
Q4
$4.22M Sell
2024
Q3
$4.58M Sell
2024
Q2
$3.48M Sell
2024
Q1
$3.67M Sell
2023
Q4
$3.95M Buy
2023
Q3
$247K Sell
2023
Q2
$269K Sell
2023
Q1
$292K Buy
2022
Q4
$330K Sell
2022
Q3
$310K Sell
2022
Q2
$376K Sell
2022
Q1
$462K Buy
2021
Q4
$499K Sell
2021
Q3
$530K Sell
2021
Q2
$712K Buy
2021
Q1
$627K Sell
2020
Q4
$573K Sell
2020
Q3
$531K Sell
2020
Q2
$1.5M Sell
2020
Q1
$1.32M Buy