Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.89M Sell
2025
Q2
$2.11M Sell
2025
Q1
$2.15M Sell
2024
Q4
$2.79M Sell
2024
Q3
$17.7M Buy
2024
Q2
$13.2M Buy
2024
Q1
$2.05M Sell
2023
Q4
$16.7M Buy
2023
Q3
$16.6M Buy
2023
Q2
$14.9M Sell
2023
Q1
$14.8M Buy
2022
Q4
$9.32M Sell
2022
Q3
$12.2M Buy
2022
Q2
$9.94M Buy
2022
Q1
$18.8M Buy
2021
Q4
$16.8M Buy
2021
Q3
$16.5M Buy
2021
Q2
$806K Buy
2021
Q1
$971K Hold
2020
Q4
$758K Buy