Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$4.37M Sell
2025
Q1
$11.1M Buy
2024
Q4
$1.29M Sell
2024
Q3
$5.11M Buy
2024
Q2
$1.71M Buy
2023
Q1
Sell
2022
Q4
$3.41M Buy
2022
Q3
$239K Buy
2021
Q4
Sell
2021
Q3
$497K Buy
2018
Q4
Sell
2018
Q3
$503K Buy