Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.45M Buy
2025
Q2
$644K Buy
2025
Q1
Sell
2024
Q4
$3.27M Buy
2024
Q3
$606K Buy
2024
Q2
$543K Buy
2024
Q1
$337K Sell
2023
Q4
$493K Sell
2023
Q3
$1.55M Buy
2023
Q2
$605K Sell
2023
Q1
$5.46M Sell
2022
Q4
$5.44M Buy
2022
Q3
$2.64M Sell
2022
Q2
$4.41M Buy
2022
Q1
$166K Buy
2021
Q4
$132K Buy
2021
Q3
Sell
2021
Q2
$496K Sell
2021
Q1
$791K Sell
2020
Q4
$813K Buy