Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.68M Sell
2025
Q2
$10.6M Sell
2025
Q1
$11.3M Buy
2024
Q4
$10.7M Buy
2024
Q3
$5.39M Hold
2024
Q2
$4.45M Buy
2024
Q1
$3.64M Buy
2023
Q4
$961K Sell
2023
Q3
$807K Sell
2023
Q2
$971K Buy
2023
Q1
$923K Sell
2022
Q4
$1.19M Buy
2022
Q3
$463K Buy
2022
Q2
$356K Sell
2022
Q1
$531K Buy
2019
Q4
Sell
2019
Q3
$534K Buy
2019
Q2
$365K Sell
2019
Q1
$359K Buy