Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.49M Sell
2025
Q1
$8.51M Buy
2024
Q4
$4.52M Buy
2024
Q3
$3.66M Buy
2024
Q2
$3.12M Buy
2024
Q1
$3.11M Buy
2023
Q4
$315K Buy
2023
Q3
$284K Sell
2023
Q2
$312K Sell
2023
Q1
$326K Sell
2022
Q4
$313K Sell
2022
Q3
$269K Sell
2022
Q2
$288K Hold
2022
Q1
$319K Sell
2021
Q4
$393K Hold
2021
Q3
$333K Buy
2021
Q1
$257K Buy