Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.3M Buy
2025
Q1
$8.83M Buy
2024
Q4
$10.5M Sell
2024
Q3
$14.6M Sell
2024
Q2
$15.6M Buy
2024
Q1
$375K Hold
2023
Q4
$286K Hold
2023
Q3
$239K Sell
2023
Q2
$374K Hold
2023
Q1
$345K Hold
2022
Q4
$276K Sell
2022
Q3
$261K Buy
2022
Q2
$260K Hold
2022
Q1
$332K Buy
2021
Q4
$330K Buy
2021
Q3
$230K Buy
2021
Q2
$215K Buy