Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Sell
2025
Q2
$1.17M Buy
2025
Q1
$1.13M Buy
2024
Q4
$814K Sell
2024
Q3
$768K Sell
2024
Q2
$760K Buy
2024
Q1
$769K Buy
2023
Q4
$633K Hold
2023
Q3
$633K Buy
2023
Q2
$360K Buy
2023
Q1
$331K Buy
2022
Q4
$210K Buy