Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Sell
2025
Q2
$1.34M Hold
2025
Q1
$858K Sell
2024
Q4
$1.02M Sell
2024
Q3
$1.05M Sell
2024
Q2
$896K Hold
2024
Q1
$797K Buy
2023
Q4
$668K Hold
2023
Q3
$672K Hold
2023
Q2
$755K Sell
2023
Q1
$601K Buy
2021
Q2
Sell
2021
Q1
$386K Buy
2020
Q4
$355K Buy
2019
Q3
Sell
2019
Q2
$304K Buy