Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2025
Q2
$886K Buy
2025
Q1
$686K Sell
2024
Q4
$1.27M Buy
2024
Q3
$819K Sell
2024
Q2
$911K Buy
2024
Q1
$809K Sell
2023
Q4
$1.42M Sell
2023
Q3
$1.57M Buy
2023
Q2
$1.62M Buy
2023
Q1
$450K Sell
2022
Q4
$289K Sell
2022
Q3
$667K Sell
2022
Q2
$582K Buy
2022
Q1
$750K Sell
2021
Q4
$820K Buy
2021
Q3
$561K Sell
2021
Q2
$496K Sell
2021
Q1
$493K Sell
2020
Q4
$625K Sell
2020
Q3
$386K Buy