Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$41.2M Sell
2025
Q2
$35.2M Buy
2025
Q1
$10.1M Buy
2024
Q4
$2.52M Buy
2024
Q3
$2.25M Buy
2024
Q2
$2.26M Sell
2024
Q1
$1.71M Buy
2023
Q4
$918K Buy
2023
Q3
$678K Buy
2023
Q2
$394K Buy
2022
Q4
$52.9K Buy
2022
Q2
Sell
2022
Q1
$251K Hold
2021
Q4
$270K Sell
2021
Q3
$220K Buy