Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.13M Sell
2025
Q2
$3.18M Buy
2025
Q1
$2.78M Sell
2024
Q4
$3.16M Sell
2024
Q3
$3.27M Buy
2024
Q2
$2.88M Sell
2024
Q1
$3.1M Buy
2023
Q4
$2.99M Buy
2023
Q3
$3.06M Buy
2023
Q2
$2.92M Buy
2023
Q1
$2.76M Buy
2022
Q4
$2.26M Buy
2022
Q3
$1.1M Buy
2022
Q2
$928K Buy
2022
Q1
$942K Buy
2021
Q4
$865K Buy
2021
Q3
$693K Buy
2021
Q2
$562K Buy
2021
Q1
$510K Sell
2020
Q4
$443K Buy