Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.37M Sell
2025
Q2
$3.42M Buy
2025
Q1
$2.79M Buy
2024
Q4
$4.02M Buy
2024
Q3
$2.55M Buy
2024
Q2
$1.76M Buy
2024
Q1
$1.46M Buy
2023
Q4
$1.74M Buy
2023
Q3
$294K Sell
2023
Q2
$314K Sell
2023
Q1
$251K Buy
2022
Q4
Sell
2022
Q3
$356K Sell
2022
Q2
$302K Sell
2022
Q1
$573K Buy
2021
Q4
$404K Buy
2021
Q3
$288K Buy