Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.41M Sell
2025
Q2
$2.88M Sell
2025
Q1
$2.76M Buy
2024
Q4
$2.58M Buy
2024
Q3
$1.29M Sell
2024
Q2
$2.09M Buy
2024
Q1
$1.28M Buy
2023
Q4
$1.03M Sell
2023
Q3
$1.18M Buy
2023
Q2
$962K Buy
2023
Q1
$764K Buy
2022
Q4
$780K Buy
2022
Q3
$358K Buy
2022
Q2
$164K Buy