Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Sell
2025
Q2
$930K Sell
2025
Q1
$1.06M Buy
2024
Q4
$1.51M Buy
2024
Q3
$1.27M Buy
2024
Q2
$1.44M Sell
2024
Q1
$1.27M Buy
2023
Q4
$958K Buy
2023
Q3
$659K Buy
2023
Q2
$597K Sell
2023
Q1
$737K Buy
2022
Q4
$501K Buy
2022
Q3
$362K Buy
2022
Q2
$358K Sell
2022
Q1
$702K Sell
2021
Q4
$1.11M Sell
2021
Q3
$812K Buy
2021
Q2
$860K Buy
2021
Q1
$632K Buy
2020
Q4
$443K Buy