Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.19M Sell
2025
Q2
$3.6M Sell
2025
Q1
$2.2M Buy
2024
Q4
$2.44M Sell
2024
Q3
$1.84M Sell
2024
Q2
$1.77M Sell
2024
Q1
$1.53M Sell
2023
Q4
$1.54M Buy
2023
Q3
$889K Sell
2023
Q2
$937K Sell
2023
Q1
$707K Buy
2022
Q4
$612K Buy
2022
Q3
$476K Buy
2022
Q2
$484K Buy
2022
Q1
$626K Buy
2021
Q1
$458K Buy
2020
Q4
$268K Buy