Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Sell
2025
Q2
$1.22M Buy
2025
Q1
$287K Sell
2024
Q4
$2.62M Buy
2024
Q3
$2.15M Sell
2024
Q2
$3.42M Sell
2024
Q1
$5.75M Buy
2023
Q4
$2.21M Sell
2023
Q3
$1.84M Buy
2023
Q2
$1.2M Buy
2022
Q2
Sell
2022
Q1
$396K Sell
2021
Q4
$1.67M Buy
2021
Q3
$581K Buy
2021
Q2
$727K Sell
2021
Q1
$3.06M Buy
2020
Q4
$2.81M Sell
2020
Q3
$5.25M Buy