Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.95M Sell
2025
Q2
$2.19M Buy
2025
Q1
$2.64M Sell
2024
Q4
$2.81M Buy
2024
Q3
$2.53M Buy
2024
Q2
$2.25M Sell
2024
Q1
$2.31M Sell
2023
Q4
$2.37M Sell
2023
Q3
$2.18M Buy
2023
Q2
$1.57M Sell
2023
Q1
$1.67M Sell
2022
Q4
$1.84M Buy
2022
Q3
$1.35M Sell
2022
Q2
$1.86M Buy
2022
Q1
$2.13M Buy
2021
Q4
$1.59M Buy
2021
Q3
$932K Buy
2021
Q2
$807K Buy
2020
Q1
Sell
2019
Q4
$242K Buy