Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.01M Sell
2025
Q2
$3.96M Sell
2025
Q1
$3.88M Buy
2024
Q4
$5.53M Buy
2024
Q3
$3.51M Buy
2024
Q2
$2.45M Buy
2024
Q1
$1.24M Buy
2023
Q4
$1.02M Buy
2023
Q3
$799K Buy
2023
Q2
$718K Buy
2023
Q1
$373K Buy
2022
Q3
Sell
2022
Q2
$206K Buy
2021
Q1
Sell
2020
Q4
$1.26M Buy