Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.66M Buy
2025
Q2
$1.36M Sell
2025
Q1
$974K Sell
2024
Q4
$9.41M Sell
2024
Q3
$8.6M Sell
2024
Q2
$9.1M Buy
2024
Q1
$6.65M Sell
2023
Q4
$3.67M Buy
2023
Q3
$3.13M Buy
2023
Q2
$2.07M Buy
2023
Q1
$1.23M Buy
2022
Q4
$591K Sell
2022
Q3
$547K Buy
2022
Q2
$461K Buy
2022
Q1
$796K Sell
2021
Q4
$735K Buy