Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.61M Sell
2025
Q2
$2.37M Buy
2025
Q1
$2.02M Buy
2024
Q4
$3.17M Buy
2024
Q3
$1.83M Buy
2018
Q4
Sell
2018
Q3
$212K Buy