Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.75M Buy
2025
Q1
$3.33M Buy
2024
Q4
$3.41M Buy
2024
Q3
$3.17M Buy
2024
Q2
$3.17M Buy
2024
Q1
$2.82M Buy
2023
Q4
$2.84M Buy
2023
Q3
$1.4M Buy
2023
Q2
$503K Sell
2023
Q1
$533K Sell
2022
Q4
$449K Sell
2022
Q3
$485K Sell
2022
Q2
$555K Sell
2022
Q1
$739K Buy
2021
Q4
$917K Buy
2021
Q3
$760K Buy
2021
Q2
$622K Buy
2021
Q1
$426K Buy