Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.58M Sell
2025
Q2
$12.7M Buy
2025
Q1
$8.97M Buy
2024
Q4
$6.69M Buy
2024
Q3
$4.9M Buy
2024
Q2
$347K Hold
2024
Q1
$295K Sell
2023
Q4
$267K Sell
2023
Q3
$190K Sell
2023
Q2
$276K Sell
2023
Q1
$288K Hold
2022
Q4
$278K Sell
2022
Q3
$270K Sell
2022
Q2
$271K Buy
2022
Q1
$220K Buy
2021
Q4
$177K Sell
2021
Q3
$173K Sell
2021
Q2
$247K Buy