Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Sell
2025
Q2
$930K Buy
2025
Q1
$895K Sell
2024
Q4
$809K Sell
2024
Q3
$718K Buy
2024
Q2
$674K Buy
2024
Q1
$702K Buy
2023
Q4
$637K Buy
2023
Q3
$539K Buy
2023
Q2
$538K Sell
2023
Q1
$514K Sell
2022
Q4
$476K Buy
2022
Q3
$400K Buy
2022
Q2
$430K Buy
2022
Q1
$468K Buy
2021
Q4
$399K Buy
2021
Q3
$186K Buy
2021
Q2
$193K Buy
2020
Q4
$180K Buy