Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.21M Buy
2025
Q1
$4.85M Buy
2024
Q4
$3.56M Buy
2024
Q3
$3.49M Sell
2024
Q2
$4.67M Buy
2024
Q1
$4.43M Buy
2023
Q4
$3.79M Sell
2023
Q3
$4.11M Buy
2023
Q2
$3.59M Buy
2023
Q1
$3.09M Buy
2022
Q4
$3.27M Buy
2022
Q3
$2.35M Buy
2022
Q2
$1.71M Buy
2022
Q1
$1.64M Buy
2020
Q2
Sell
2020
Q1
$465K Sell
2019
Q4
$953K Buy
2019
Q3
$856K Buy
2019
Q2
$637K Buy