Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.95M Sell
2025
Q2
$5.43M Buy
2025
Q1
$5.38M Buy
2024
Q4
$671K Sell
2024
Q3
$797K Sell
2024
Q2
$5.17M Buy
2024
Q1
$2.24M Buy
2023
Q4
$389K Buy
2023
Q3
$300K Buy
2023
Q1
Sell
2022
Q4
$2.4M Buy
2022
Q3
$218K Sell
2022
Q2
$2.87M Buy
2022
Q1
$809K Sell
2021
Q4
$2.3M Buy
2021
Q3
$556K Buy
2021
Q2
Sell
2021
Q1
$379K Buy
2020
Q4
$346K Sell
2020
Q3
$700K Buy