Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.27M Sell
2025
Q2
$5.02M Buy
2025
Q1
$4.01M Sell
2024
Q4
$5.37M Sell
2024
Q3
$6.92M Buy
2024
Q2
$3.63M Sell
2024
Q1
$9.54M Buy
2023
Q4
$7.15M Buy
2023
Q3
$816K Buy
2023
Q2
$313K Buy
2023
Q1
$208K Buy
2021
Q2
Sell
2021
Q1
$2.64M Hold
2020
Q4
$2.64M Buy