Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Sell
2025
Q2
$723K Sell
2025
Q1
$720K Buy
2024
Q4
$673K Buy
2024
Q3
$640K Buy
2024
Q2
$763K Sell
2024
Q1
$863K Buy
2023
Q4
$653K Sell
2023
Q3
$796K Buy
2023
Q2
$701K Sell
2023
Q1
$790K Sell
2022
Q4
$800K Sell
2022
Q3
$3.99M Sell
2022
Q2
$3.63M Sell
2022
Q1
$16.7M Buy
2021
Q4
$14.2M Buy
2021
Q3
$10.3M Buy
2021
Q2
$211K Sell
2021
Q1
$755K Buy