Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.86M Buy
2025
Q2
$2.47M Sell
2025
Q1
$4.2M Buy
2024
Q2
Sell
2024
Q1
$778K Buy
2023
Q4
$250K Sell
2023
Q3
$702K Buy
2023
Q2
Sell
2023
Q1
$721K Buy
2022
Q3
Sell
2022
Q2
$1.21M Buy
2022
Q1
$368K Buy
2021
Q3
Sell
2021
Q2
$706K Buy
2021
Q1
$371K Buy
2020
Q1
Sell
2019
Q4
$210K Buy