Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.13M Sell
2025
Q2
$2.89M Buy
2025
Q1
$1.11M Buy
2024
Q4
$707K Buy
2023
Q4
Sell
2023
Q3
$357K Sell
2023
Q2
$628K Buy
2023
Q1
$277K Buy
2022
Q3
Sell
2022
Q2
$833K Buy
2022
Q1
$692K Buy
2021
Q4
Sell
2021
Q3
$1.29M Buy
2021
Q2
$1.11M Buy
2020
Q3
Sell
2020
Q2
$193K Buy