Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Hold
2025
Q2
$1.31M Sell
2025
Q1
$1.12M Hold
2024
Q4
$1.01M Buy
2024
Q3
$965K Sell
2024
Q2
$822K Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.3M Sell
2023
Q3
$1.15M Sell
2023
Q2
$1.36M Sell
2023
Q1
$1.79M Sell
2022
Q4
$2.92M Sell
2022
Q3
$8.54M Sell
2022
Q2
$10.1M Sell
2022
Q1
$10.4M Buy