Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$31.3M Sell
2025
Q2
$25.4M Buy
2025
Q1
$2.05M Buy
2024
Q4
$2.25M Buy
2024
Q3
$1.64M Buy
2024
Q2
$1.5M Sell
2024
Q1
$1.18M Buy
2023
Q4
$775K Buy
2023
Q3
$644K Buy
2023
Q2
$384K Buy
2022
Q3
Sell
2022
Q2
$328K Sell
2022
Q1
$462K Sell
2021
Q4
$563K Sell
2021
Q3
$577K Hold
2021
Q2
$621K Hold
2021
Q1
$611K Sell
2020
Q4
$570K Buy
2020
Q3
$231K Buy
2020
Q1
Sell
2019
Q4
$228K Buy