Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$173M Buy
2023
Q4
Sell
2023
Q3
$463K Buy
2023
Q2
$426K Sell
2023
Q1
$1.07M Buy
2022
Q3
Sell
2022
Q2
$708K Buy
2022
Q1
$57K Sell
2021
Q4
$1.31M Buy
2021
Q3
$1.88M Hold
2021
Q2
$1.79M Buy
2021
Q1
$2.25M Buy
2020
Q4
$2.27M Hold
2020
Q3
$2.39M Buy