Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.25M Buy
2025
Q2
$1.21M Buy
2025
Q1
$862K Sell
2024
Q4
$982K Buy
2024
Q3
$664K Buy
2024
Q2
$623K Sell
2024
Q1
$874K Buy
2023
Q4
$583K Buy
2023
Q3
$402K Buy
2023
Q2
$372K Buy
2022
Q4
$150K Buy
2022
Q3
Sell
2022
Q2
$126K Buy
2022
Q1
$219K Sell
2021
Q4
$269K Buy