Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.32M Sell
2025
Q2
$2.47M Buy
2025
Q1
$1.62M Buy
2024
Q4
$1.52M Sell
2024
Q3
$2.37M Buy
2024
Q2
$244K Sell
2024
Q1
$272K Buy
2023
Q3
Sell
2023
Q2
$1.04M Buy
2022
Q3
Sell
2022
Q2
$506K Buy
2022
Q1
Sell
2021
Q4
$1.1M Buy
2020
Q4
Sell
2020
Q3
$305K Buy