Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$422K Sell
2025
Q2
$5.95M Buy
2025
Q1
$209K Sell
2024
Q4
$2.65M Sell
2024
Q3
$5.4M Buy
2024
Q1
Sell
2023
Q4
$263K Sell
2023
Q3
$1.9M Buy
2022
Q4
Sell
2022
Q3
$1.41M Sell
2022
Q2
$3.21M Buy
2022
Q1
Sell
2021
Q4
$4.21M Buy
2021
Q3
$2.1M Sell
2021
Q2
$2.37M Buy
2020
Q3
Sell
2020
Q2
$6.4M Buy
2019
Q4
Sell
2019
Q3
$872K Buy