Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$765K Sell
2025
Q2
$1.45M Buy
2025
Q1
$1.37M Sell
2024
Q4
$3.82M Sell
2024
Q3
$8.76M Buy
2023
Q4
Sell
2023
Q3
$70.9K Buy
2023
Q2
$109K Buy
2022
Q4
Sell
2022
Q3
$531K Sell
2022
Q2
$4.43M Hold
2022
Q1
$5.88M Sell
2021
Q4
$9.67M Buy
2021
Q3
$7.75M Sell
2021
Q2
$13.9M Buy
2021
Q1
$8.98M Buy