Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.19M Buy
2025
Q2
$6.78M Sell
2025
Q1
$5.69M Hold
2024
Q4
$4.71M Buy
2024
Q3
$389K Sell
2024
Q2
$486K Sell
2024
Q1
$570K Buy
2023
Q4
$408K Buy
2023
Q3
$263K Sell
2023
Q2
$280K Buy
2020
Q1
Sell
2019
Q4
$10K Buy