Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$723K Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.22M Sell
2024
Q4
$1.14M Buy
2024
Q3
$1.07M Buy
2024
Q2
$924K Sell
2024
Q1
$1.1M Buy
2023
Q4
$932K Buy
2023
Q3
$885K Buy
2023
Q2
$829K Buy
2023
Q1
$310K Sell
2022
Q4
$366K Sell
2022
Q3
$371K Buy
2022
Q2
$239K Sell
2022
Q1
$308K Hold
2021
Q4
$308K Sell
2021
Q3
$267K Hold
2021
Q2
$255K Buy