Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Sell
2025
Q2
$437K Buy
2025
Q1
$356K Sell
2024
Q4
$437K Buy
2024
Q3
$287K Hold
2024
Q2
$344K Buy
2024
Q1
$350K Sell
2023
Q4
$8.12M Buy
2023
Q3
$5.34M Buy
2023
Q2
$5.55M Buy
2023
Q1
$5.49M Buy
2022
Q4
$4.7M Buy
2022
Q3
$2.88M Buy
2022
Q2
$3.09M Buy
2022
Q1
$4.12M Buy
2021
Q4
$3.3M Buy