Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.6M Hold
2025
Q2
$2.83M Sell
2025
Q1
$3.62M Sell
2024
Q4
$2.75M Hold
2024
Q3
$2.59M Buy
2024
Q2
$1.31M Hold
2024
Q1
$1.46M Hold
2023
Q4
$1.27M Hold
2023
Q3
$1.14M Hold
2023
Q2
$971K Hold
2023
Q1
$1.21M Hold
2022
Q4
$957K Hold
2022
Q3
$796K Sell
2022
Q2
$1.38M Buy
2022
Q1
$2.17M Hold
2021
Q4
$3.23M Hold
2021
Q3
$3.42M Sell
2021
Q2
$4.38M Hold
2021
Q1
$3.95M Hold
2020
Q4
$4.55M Sell
2020
Q3
$4.36M Hold
2020
Q2
$4.08M Buy