Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Buy
2025
Q2
Sell
2025
Q1
$16.8M Buy
2024
Q3
Sell
2024
Q2
$6.94M Sell
2024
Q1
$8.43M Buy
2023
Q4
$500K Buy
2023
Q3
$471K Sell
2023
Q2
$713K Buy
2022
Q4
Sell
2022
Q3
$312K Buy
2022
Q2
Sell
2022
Q1
$415K Sell
2021
Q4
$725K Buy
2021
Q3
Sell
2021
Q2
$339K Sell
2021
Q1
$1.76M Buy
2020
Q4
$549K Buy