Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Buy
2023
Q2
Sell
2023
Q1
$665K Sell
2022
Q4
$409K Buy
2022
Q3
$810K Buy
2022
Q2
$685K Sell
2022
Q1
$1.11M Hold
2021
Q4
$1.09M Buy
2021
Q3
$763K Hold
2021
Q2
$669K Buy
2021
Q1
$649K Buy
2020
Q4
$671K Buy
2020
Q3
$378K Buy