Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Sell
2025
Q2
$888K Sell
2025
Q1
$599K Buy
2024
Q4
$663K Hold
2024
Q3
$678K Sell
2024
Q2
$696K Sell
2024
Q1
$624K Sell
2023
Q4
$535K Sell
2023
Q3
$547K Buy
2023
Q2
$426K Sell
2023
Q1
$351K Sell
2022
Q4
$319K Sell
2022
Q3
$284K Buy
2022
Q2
$248K Sell
2022
Q1
$297K Buy
2021
Q4
$214K Buy
2021
Q3
$202K Buy