Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.4M Buy
2025
Q1
$515K Sell
2024
Q4
$2.31M Sell
2024
Q3
$2.6M Sell
2024
Q2
$6.29M Buy
2024
Q1
$4.41M Sell
2023
Q4
$6.24M Buy
2023
Q3
$346K Sell
2023
Q2
$4.61M Buy
2023
Q1
Sell
2022
Q4
$643K Buy
2022
Q3
Sell
2022
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$3.6M Buy
2021
Q1
Sell
2020
Q4
$306K Buy