Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.1M Sell
2024
Q4
$1.45M Buy
2024
Q3
$1.13M Buy
2024
Q2
$968K Buy
2024
Q1
$604K Buy
2023
Q4
$347K Buy
2023
Q3
$242K Buy
2023
Q2
$243K Sell
2023
Q1
$224K Buy
2021
Q4
Sell
2021
Q3
$202K Buy