Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.74M Sell
2025
Q2
$3.83M Sell
2025
Q1
$4.13M Sell
2024
Q4
$3.85M Sell
2024
Q3
$7.41M Buy
2024
Q2
$3.27M Buy
2024
Q1
$1.88M Buy
2023
Q4
$460K Buy
2023
Q3
$444K Buy
2023
Q2
$430K Buy
2023
Q1
$440K Sell
2022
Q4
$471K Buy
2022
Q3
$457K Buy
2022
Q2
$463K Buy
2022
Q1
$554K Buy
2021
Q4
$553K Sell
2021
Q3
$478K Buy
2021
Q2
$455K Buy
2021
Q1
$415K Buy
2020
Q4
$394K Buy