Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.4M Sell
2025
Q1
$2.57M Sell
2024
Q4
$2.97M Sell
2024
Q3
$3.04M Sell
2024
Q2
$3.87M Sell
2024
Q1
$5.53M Buy
2023
Q4
$5.16M Sell
2023
Q3
$5.5M Buy
2023
Q2
$4.82M Sell
2023
Q1
$4.75M Buy
2022
Q4
$4.17M Sell
2022
Q3
$3.76M Buy
2022
Q2
$3.66M Buy
2022
Q1
$3.48M Buy
2021
Q4
$2.16M Buy
2021
Q3
$1.41M Buy
2021
Q2
$463K Buy
2021
Q1
$367K Buy
2020
Q4
$269K Buy