Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Buy
2025
Q2
$1.51M Hold
2025
Q1
$1.57M Sell
2024
Q4
$2.76M Buy
2024
Q3
$1.04M Buy
2024
Q2
$930K Buy
2024
Q1
$889K Buy
2023
Q4
$514K Buy
2022
Q3
Sell
2022
Q2
$2.42M Sell
2022
Q1
$2.85M Sell
2021
Q4
$3.04M Buy
2021
Q3
$2.88M Buy
2021
Q2
$1.47M Buy
2021
Q1
$619K Buy
2020
Q2
Sell
2020
Q1
$1.36M Buy
2019
Q4
$1.64M Sell
2019
Q3
$2.25M Buy
2019
Q2
$1.76M Buy
2019
Q1
$131K Sell
2018
Q4
$559K Buy