Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.85M Sell
2025
Q2
$2.46M Buy
2025
Q1
$626K Buy
2024
Q4
$80.2K Sell
2024
Q3
$298K Hold
2024
Q2
$298K Sell
2024
Q1
$4.29M Buy
2023
Q4
$384K Buy
2023
Q3
$26.8K Buy