Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.83M Sell
2025
Q2
$1.15M Buy
2025
Q1
$788K Buy
2024
Q4
$727K Buy
2024
Q1
Sell
2023
Q4
$280K Buy
2023
Q3
Sell
2023
Q2
$225K Sell
2023
Q1
$367K Buy
2022
Q4
$327K Buy
2022
Q3
Sell
2022
Q2
$201K Sell
2022
Q1
$337K Buy
2021
Q4
$332K Buy