Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.62M Sell
2025
Q2
$5.49M Hold
2025
Q1
$6.62M Hold
2024
Q4
$8.6M Sell
2024
Q3
$10.6M Sell
2024
Q2
$9.01M Hold
2024
Q1
$10.9M Hold
2023
Q4
$9.71M Hold
2023
Q3
$8.96M Hold
2023
Q2
$8.73M Hold
2023
Q1
$8.99M Hold
2022
Q4
$8.97M Sell
2022
Q3
$8.61M Buy
2022
Q2
$13.3M Buy
2022
Q1
$4.13M Buy
2021
Q4
$1.57M Buy
2021
Q3
$1.43M Sell
2021
Q2
$1.6M Sell
2021
Q1
$1.45M Hold
2020
Q4
$1.41M Hold
2020
Q3
$1.13M Hold
2020
Q2
$850K Hold
2020
Q1
$625K Hold
2019
Q4
$908K Hold
2019
Q3
$735K Buy