Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.71M Buy
2025
Q2
Sell
2025
Q1
$3.02M Sell
2024
Q4
$8.84M Sell
2024
Q3
$15.1M Buy
2024
Q2
$2.76M Sell
2024
Q1
$3.45M Sell
2023
Q4
$7.34M Buy
2023
Q3
$2.21M Buy
2023
Q2
$1.08M Sell
2023
Q1
$1.14M Buy
2022
Q4
$258K Sell
2022
Q3
$2.56M Buy
2022
Q2
$551K Buy
2021
Q4
Sell
2021
Q3
$300K Buy
2021
Q1
Sell
2020
Q4
$236K Sell
2020
Q3
$454K Buy