Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Sell
2025
Q2
$2.45M Buy
2025
Q1
Sell
2024
Q4
$728K Sell
2024
Q3
$1.21M Sell
2024
Q2
$2.02M Sell
2024
Q1
$5.57M Buy
2023
Q4
$1.24M Buy
2022
Q4
Sell
2022
Q3
$6.96M Buy
2022
Q1
Sell
2021
Q4
$268K Buy
2021
Q3
Sell
2021
Q2
$431K Buy
2021
Q1
Sell
2020
Q4
$355K Sell
2020
Q3
$426K Buy