Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.6M Sell
2025
Q2
$3.58M Sell
2025
Q1
$3.83M Sell
2024
Q4
$4.18M Sell
2024
Q3
$5.27M Buy
2024
Q2
$5.02M Sell
2024
Q1
$5.01M Sell
2023
Q4
$5.53M Buy
2023
Q3
$6.22M Buy
2023
Q2
$6.84M Buy
2023
Q1
$7.45M Buy
2022
Q4
$9.2M Sell
2022
Q3
$7.9M Buy
2022
Q2
$1.46M Sell
2022
Q1
$8.62M Buy
2021
Q4
$9.78M Buy
2021
Q3
$7.06M Buy
2021
Q2
$814K Sell
2021
Q1
$809K Buy
2020
Q4
$813K Sell
2020
Q3
$792K Sell
2020
Q2
$729K Sell
2020
Q1
$758K Sell
2019
Q4
$1.02M Buy