Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.36M Sell
2025
Q2
$6.75M Sell
2025
Q1
$6.25M Sell
2024
Q4
$7.6M Buy
2024
Q3
$2.11M Buy
2024
Q2
$2.17M Buy
2024
Q1
$910K Sell
2023
Q4
$925K Buy
2023
Q3
$607K Buy
2022
Q4
Sell
2022
Q3
$299K Buy
2022
Q2
$217K Buy
2022
Q1
$310K Buy
2021
Q4
$247K Hold
2021
Q3
$243K Sell
2021
Q2
$261K Buy
2021
Q1
$217K Sell
2020
Q4
$375K Hold
2020
Q3
$362K Hold
2020
Q2
$317K Buy
2020
Q1
$216K Buy