Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.8M Buy
2025
Q2
$8.92M Buy
2025
Q1
$1.22M Sell
2024
Q4
$1.28M Sell
2024
Q3
$1.27M Hold
2024
Q2
$1.19M Buy
2024
Q1
$601K Buy
2023
Q4
$544K Buy
2023
Q3
$538K Sell
2023
Q2
$741K Buy
2023
Q1
$628K Buy
2022
Q4
$664K Sell
2022
Q3
$601K Buy
2022
Q2
$437K Buy
2022
Q1
$531K Buy
2021
Q4
$414K Buy