Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Sell
2025
Q2
$1.49M Buy
2025
Q1
$1.19M Buy
2024
Q4
$863K Buy
2024
Q3
$773K Sell
2024
Q2
$683K Buy
2024
Q1
$617K Sell
2023
Q4
$492K Buy
2023
Q3
Sell
2023
Q2
$202K Sell
2023
Q1
$220K Buy
2022
Q1
Sell
2021
Q4
$309K Buy
2020
Q3
Sell
2020
Q2
$29K Buy