Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.75M Sell
2025
Q2
$2.12M Buy
2025
Q1
$677K Buy
2024
Q4
$404K Buy
2023
Q1
Sell
2022
Q4
$62K Buy
2022
Q3
$56K Sell
2022
Q2
$312K Sell
2022
Q1
$705K Sell
2021
Q4
$8.26M Buy
2021
Q3
$1.89M Buy
2021
Q2
$2.19M Buy
2021
Q1
$322K Buy
2020
Q4
$261K Sell
2020
Q3
$297K Sell
2020
Q2
$582K Sell
2020
Q1
$343K Buy