Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.86M Buy
2025
Q1
$1.65M Sell
2024
Q4
$1.96M Hold
2024
Q3
$2.11M Sell
2024
Q2
$2.31M Buy
2024
Q1
$1.84M Buy
2023
Q4
$1.56M Hold
2023
Q3
$1.15M Hold
2023
Q2
$1.06M Buy
2023
Q1
$435K Buy
2022
Q4
$149K Hold
2022
Q3
$221K Buy
2022
Q2
$180K Buy