Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.23M Sell
2025
Q2
$2.2M Buy
2025
Q1
$893K Buy
2024
Q4
$726K Buy
2024
Q3
$885K Sell
2024
Q2
$866K Sell
2024
Q1
$921K Sell
2023
Q4
$780K Sell
2023
Q3
$641K Sell
2023
Q2
$615K Buy
2023
Q1
$447K Buy
2022
Q4
$287K Hold
2022
Q3
$308K Hold
2022
Q2
$238K Sell
2022
Q1
$428K Buy
2021
Q4
$346K Sell
2021
Q3
$438K Buy