Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$13.4M Sell
2024
Q4
$11.2M Buy
2024
Q3
$14M Buy
2024
Q2
$13.5M Buy
2024
Q1
$14.3M Sell
2023
Q4
$11.8M Buy
2023
Q3
$8M Buy
2023
Q2
$1.46M Sell
2023
Q1
$1.2M Buy
2022
Q4
$656K Buy
2022
Q3
$732K Buy
2022
Q2
$539K Sell
2022
Q1
$1.13M Buy
2021
Q4
$1.31M Hold
2021
Q3
$1.4M Buy
2021
Q2
$1.49M Buy
2021
Q1
$1.6M Buy
2020
Q4
$351K Sell
2020
Q3
$823K Sell
2020
Q2
$1.34M Sell
2020
Q1
$1.38M Buy