Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.9M Sell
2025
Q2
$8.98M Buy
2025
Q1
$2.2M Sell
2024
Q4
$2.37M Sell
2024
Q3
$3.07M Buy
2024
Q2
$2.82M Sell
2024
Q1
$5.5M Buy
2023
Q4
$1.15M Sell
2023
Q3
$2.2M Buy
2023
Q2
$1M Sell
2023
Q1
$1.11M Buy
2022
Q4
Sell
2022
Q3
$407K Buy
2022
Q2
Sell
2022
Q1
$235K Buy
2021
Q4
Sell
2021
Q3
$1.87M Buy