Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$837K Hold
2025
Q2
$598K Buy
2025
Q1
$456K Buy
2024
Q4
$670K Buy
2024
Q3
$300K Buy
2022
Q4
Sell
2022
Q3
$8.77M Buy
2022
Q2
$6.65M Buy
2022
Q1
$10.6M Buy
2021
Q4
$10.4M Buy
2021
Q3
$7.58M Hold
2021
Q2
$6.65M Hold
2021
Q1
$6.53M Sell
2020
Q4
$6.91M Hold
2020
Q3
$4.2M Buy
2020
Q2
$2.1M Sell
2020
Q1
$1.05M Buy