Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.85M Sell
2025
Q2
$3.74M Buy
2025
Q1
$2.89M Buy
2024
Q4
$2.36M Sell
2024
Q3
$2.97M Buy
2024
Q2
$2.79M Sell
2024
Q1
$2.98M Hold
2023
Q4
$2.39M Sell
2023
Q3
$1.85M Hold
2023
Q2
$1.73M Hold
2023
Q1
$1.27M Sell
2022
Q4
$1M Sell
2022
Q3
$1.37M Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.37M Buy
2021
Q4
$1.61M Buy
2021
Q3
$1.66M Buy
2021
Q2
$1.84M Buy
2021
Q1
$1.53M Sell
2020
Q4
$1.44M Buy
2020
Q3
$1.02M Sell
2020
Q2
$873K Sell
2020
Q1
$801K Buy