Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.53M Sell
2025
Q2
$11.6M Buy
2025
Q1
Sell
2024
Q4
$1.57M Sell
2024
Q3
$2.04M Sell
2024
Q2
$11.8M Buy
2024
Q1
$6.47M Buy
2023
Q4
$976K Buy
2023
Q3
$384K Sell
2023
Q2
$429K Buy
2022
Q4
Sell
2022
Q3
$2.04M Buy
2022
Q2
$723K Sell
2022
Q1
$2.22M Sell
2021
Q4
$3.12M Buy
2021
Q3
$503K Buy
2021
Q2
$305K Sell
2021
Q1
$676K Buy
2020
Q4
Sell
2020
Q3
$1.5M Buy