Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.76M Buy
2025
Q2
Sell
2025
Q1
$428K Sell
2024
Q4
$1.36M Buy
2024
Q3
$1.84M Buy
2024
Q2
Sell
2024
Q1
$1.63M Sell
2023
Q4
$1.79M Buy
2023
Q3
Sell
2023
Q2
$1.45M Sell
2023
Q1
$1.74M Buy
2022
Q4
$794K Buy
2022
Q3
$457K Buy
2022
Q1
Sell
2021
Q4
$375K Buy
2021
Q3
Sell
2021
Q2
$325K Buy
2021
Q1
$230K Buy