Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.01M Buy
2025
Q2
$1.11M Hold
2025
Q1
$910K Sell
2024
Q4
$1.44M Buy
2024
Q3
$893K Sell
2024
Q2
$731K Hold
2024
Q1
$649K Hold
2023
Q4
$918K Hold
2023
Q3
$924K Hold
2023
Q2
$967K Hold
2023
Q1
$766K Buy
2022
Q4
$452K Sell
2022
Q3
$994K Hold
2022
Q2
$841K Hold
2022
Q1
$1.35M Hold
2021
Q4
$1.32M Buy