Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.3M Sell
2025
Q2
$5.96M Buy
2025
Q1
$2.03M Sell
2024
Q4
$5.17M Buy
2024
Q3
$534K Buy
2024
Q2
$566K Buy
2024
Q1
Sell
2023
Q4
$441K Buy
2023
Q3
$378K Sell
2023
Q2
$825K Sell
2023
Q1
$811K Buy
2022
Q4
$564K Buy