Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$23.5M Sell
2025
Q2
$17.8M Sell
2025
Q1
$11.9M Sell
2024
Q4
$15.3M Sell
2024
Q3
$10.8M Buy
2024
Q2
$6.96M Buy
2024
Q1
$3.26M Buy
2023
Q4
$250K Sell
2023
Q3
$245K Hold
2023
Q2
$235K Buy
2023
Q1
$113K Hold
2022
Q4
$86K Buy
2022
Q3
$107K Buy
2022
Q2
$17K Sell
2022
Q1
$44K Buy
2021
Q4
$37K Buy