Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.07M Sell
2025
Q2
$6.48M Buy
2025
Q1
$5.63M Buy
2024
Q4
$4.1M Sell
2024
Q3
$4.27M Sell
2024
Q2
$7.6M Buy
2024
Q1
$3.55M Sell
2023
Q4
$3.46M Buy
2023
Q3
$2.61M Buy
2023
Q2
$2.16M Hold
2023
Q1
$2.16M Buy
2022
Q4
Sell
2022
Q3
$2.19M Sell
2022
Q2
$2.12M Buy
2022
Q1
$3.6M Buy
2021
Q4
$3.12M Sell
2021
Q3
$4.87M Buy
2021
Q2
$3.2M Buy
2021
Q1
$1.17M Hold
2020
Q4
$1.11M Buy
2020
Q3
$312K Buy