Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$759K Buy
2025
Q2
$683K Buy
2025
Q1
$741K Buy
2024
Q4
$653K Sell
2024
Q3
$974K Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.19M Sell
2023
Q4
$1.16M Hold
2023
Q3
$1.16M Sell
2023
Q2
$1.34M Buy
2023
Q1
$1.22M Buy
2022
Q4
$1.18M Buy
2022
Q3
$1.05M Buy
2022
Q2
$997K Buy
2022
Q1
$964K Sell
2021
Q4
$1M Sell
2021
Q3
$886K Hold
2021
Q2
$872K Buy
2021
Q1
$822K Buy
2020
Q4
$825K Buy