Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.21M Buy
2025
Q2
$1.3M Buy
2025
Q1
$1.2M Buy
2024
Q4
$1.51M Sell
2024
Q3
$935K Buy
2024
Q2
$926K Buy
2024
Q1
$568K Buy
2023
Q4
$763K Sell
2023
Q3
$823K Sell
2023
Q2
$901K Buy
2022
Q4
$205K Sell
2022
Q3
$689K Buy
2022
Q2
$580K Buy
2022
Q1
$776K Hold
2021
Q4
$761K Buy
2021
Q3
$527K Sell
2021
Q2
$469K Buy