Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.8M Sell
2025
Q2
$2M Buy
2025
Q1
$1.54M Sell
2024
Q4
$2.08M Buy
2024
Q3
$1.44M Buy
2024
Q2
$1.68M Buy
2024
Q1
$242K Sell
2023
Q4
$203K Buy
2023
Q3
$204K Buy
2023
Q2
Sell
2023
Q1
$377K Buy