Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$886K Sell
2025
Q2
$4.87M Sell
2025
Q1
$29.2M Buy
2024
Q4
Sell
2024
Q3
$228K Sell
2024
Q2
$675K Sell
2024
Q1
$1.42M Sell
2023
Q4
$8.61M Buy
2023
Q3
$3.32M Buy
2023
Q2
$650K Buy
2022
Q4
Sell
2022
Q3
$291K Sell
2022
Q2
$756K Buy
2022
Q1
$357K Buy
2021
Q4
$212K Buy
2021
Q3
Sell
2021
Q2
$4.18M Buy
2021
Q1
$3.62M Buy
2020
Q4
$282K Sell
2020
Q3
$1.24M Buy