Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.62M Sell
2024
Q3
$18.2M Buy
2024
Q1
Sell
2023
Q4
$22.8M Buy
2023
Q2
Sell
2023
Q1
$2.19M Sell
2022
Q4
$2.15M Buy
2022
Q3
Sell
2022
Q2
$1.29M Buy
2022
Q1
Sell
2021
Q4
$676K Sell
2021
Q3
$4.26M Buy
2021
Q2
$878K Buy
2020
Q4
Sell
2020
Q3
$652K Buy
2019
Q4
Sell
2019
Q3
$215K Buy