Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$868K Sell
2025
Q1
$2.73M Buy
2024
Q4
$2.15M Buy
2024
Q3
$2.06M Buy
2024
Q2
$2.16M Buy
2024
Q1
$2.22M Buy
2023
Q4
$2M Buy
2023
Q3
$2.1M Buy
2023
Q2
$1.78M Buy
2023
Q1
$1.71M Buy
2022
Q4
$1.83M Buy
2022
Q2
Sell
2022
Q1
$1.24M Buy