Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.47M Sell
2025
Q2
$2.71M Sell
2025
Q1
$1.87M Buy
2024
Q4
$391K Sell
2024
Q3
$418K Sell
2024
Q2
$378K Sell
2024
Q1
$353K Sell
2023
Q4
$391K Sell
2023
Q3
$481K Sell
2023
Q2
$596K Sell
2023
Q1
$503K Sell
2022
Q4
$467K Buy