Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.11M Sell
2025
Q2
$1.76M Buy
2025
Q1
$1.88M Sell
2024
Q4
$2.13M Buy
2024
Q3
$1.85M Sell
2024
Q2
$1.86M Buy
2024
Q1
$1.4M Buy
2023
Q4
$1.46M Sell
2023
Q3
$1.3M Sell
2023
Q2
$1.48M Sell
2023
Q1
$1.27M Buy
2022
Q4
$460K Buy
2022
Q3
$416K Sell
2022
Q2
$483K Buy
2022
Q1
$600K Sell
2021
Q4
$613K Buy
2021
Q3
$283K Buy