Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.88M Sell
2025
Q2
$4.55M Buy
2025
Q1
$4.86M Buy
2024
Q4
$2.39M Sell
2024
Q3
$2.05M Buy
2024
Q2
$1.83M Sell
2024
Q1
$2.08M Sell
2023
Q4
$2.08M Sell
2023
Q3
$1.97M Buy
2023
Q2
$2.17M Sell
2023
Q1
$1.98M Buy
2022
Q4
$1.78M Buy
2022
Q3
$1.18M Buy
2022
Q2
$1M Buy
2022
Q1
$705K Buy
2021
Q4
$723K Buy
2021
Q3
$573K Sell
2021
Q2
$673K Buy
2021
Q1
$537K Sell
2020
Q4
$399K Buy
2020
Q3
$320K Sell
2020
Q2
$3.89M Buy