Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.45M Sell
2025
Q2
$4.31M Buy
2025
Q1
$858K Buy
2024
Q3
Sell
2024
Q2
$468K Buy
2024
Q1
Sell
2023
Q4
$888K Buy
2023
Q3
$418K Sell
2023
Q2
$844K Buy
2023
Q1
$293K Buy
2022
Q1
Sell
2021
Q4
$253K Sell
2021
Q3
$336K Buy
2021
Q1
Sell
2020
Q4
$428K Buy