Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.63M Buy
2025
Q2
$216K Sell
2025
Q1
$316K Sell
2024
Q4
$408K Sell
2024
Q3
$462K Sell
2024
Q2
$8.49M Sell
2024
Q1
$9.1M Sell
2023
Q4
$7.01M Sell
2023
Q3
$5.82M Sell
2023
Q2
$5.93M Buy
2023
Q1
$4.99M Buy
2022
Q4
$4.4M Buy
2022
Q3
$3.68M Buy
2022
Q2
$3.35M Buy
2022
Q1
$3.87M Buy
2021
Q4
$4M Buy
2021
Q3
$2.96M Buy
2021
Q2
$2.31M Buy
2021
Q1
$1.89M Buy
2020
Q4
$1.45M Buy
2020
Q3
$1.09M Sell
2020
Q2
$942K Buy