Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.05M Sell
2025
Q2
$3.44M Buy
2025
Q1
$2.34M Buy
2024
Q4
$2.84M Buy
2024
Q3
$2.53M Buy
2024
Q2
$2.3M Buy
2024
Q1
$1.61M Buy
2023
Q4
$766K Buy
2023
Q3
$458K Buy
2023
Q2
$328K Buy
2023
Q1
$209K Buy
2022
Q3
Sell
2022
Q2
$224K Sell
2022
Q1
$1.2M Sell
2021
Q4
$2.44M Buy
2021
Q3
$1.65M Buy
2021
Q2
$1.58M Buy
2021
Q1
$881K Buy
2020
Q4
$781K Buy
2020
Q3
$224K Buy