Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.22M Sell
2025
Q2
$8.44M Buy
2025
Q1
$7.49M Buy
2024
Q4
$4.26M Buy
2024
Q3
$372K Sell
2024
Q2
$360K Buy
2024
Q1
$394K Sell
2023
Q4
$361K Sell
2023
Q3
$456K Buy
2023
Q2
$583K Buy
2023
Q1
$468K Sell
2022
Q4
$349K Sell
2022
Q3
$639K Sell
2022
Q2
$833K Hold
2022
Q1
$1.01M Sell
2021
Q4
$1.13M Buy
2021
Q3
$633K Buy