Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$791K Sell
2025
Q2
$1.46M Sell
2025
Q1
$33.3M Buy
2024
Q4
$1.28M Buy
2024
Q3
$701K Sell
2024
Q2
$2.93M Buy
2024
Q1
$588K Buy
2023
Q4
Sell
2023
Q3
$3.43M Buy
2023
Q2
Sell
2023
Q1
$750K Sell
2022
Q4
$904K Buy
2022
Q3
$333K Sell
2022
Q2
$489K Sell
2022
Q1
$4.13M Buy
2021
Q4
Sell
2021
Q3
$3.17M Buy
2021
Q2
$2.45M Buy
2021
Q1
Sell
2020
Q4
$1.47M Buy
2020
Q3
$1.17M Buy