Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.01M Buy
2025
Q2
$4.12M Sell
2025
Q1
$4.35M Buy
2024
Q4
$3.7M Sell
2024
Q3
$3.58M Sell
2024
Q2
$3.6M Buy
2024
Q1
$2.68M Sell
2023
Q4
$2.43M Sell
2023
Q3
$2.15M Buy
2023
Q2
$1.94M Buy
2023
Q1
$1.61M Buy
2022
Q4
$1.46M Buy
2022
Q3
$865K Buy
2022
Q2
$236K Buy
2022
Q1
$270K Buy
2021
Q4
$225K Buy