Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$923K Buy
2024
Q3
Sell
2024
Q2
$1.19M Buy
2023
Q4
Sell
2023
Q3
$700K Buy
2023
Q2
$386K Buy
2023
Q1
Sell
2022
Q4
$458K Buy
2022
Q3
Sell
2022
Q2
$267K Buy
2022
Q1
$212K Sell
2021
Q4
$527K Buy
2021
Q3
$216K Sell
2021
Q2
$281K Buy
2020
Q3
Sell
2020
Q2
$287K Buy
2016
Q3
Sell
2016
Q2
$570K Buy