Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.19M Sell
2025
Q2
$7.79M Buy
2025
Q1
$259K Sell
2024
Q4
$295K Buy
2024
Q3
$295K Sell
2024
Q2
$468K Sell
2024
Q1
$655K Sell
2023
Q4
$847K Sell
2023
Q3
$1.27M Sell
2023
Q2
$1.4M Sell
2023
Q1
$1.52M Sell
2022
Q4
$1.58M Sell
2022
Q3
$1.58M Buy
2022
Q2
$1.72M Buy
2022
Q1
$1.49M Buy
2021
Q4
$1.73M Sell
2021
Q3
$1.81M Buy