Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Sell
2025
Q2
$1.67M Sell
2025
Q1
$1.76M Buy
2024
Q4
$427K Hold
2024
Q3
$415K Hold
2024
Q2
$709K Sell
2024
Q1
$955K Buy
2023
Q4
$921K Hold
2023
Q3
$843K Buy
2023
Q2
$876K Hold
2023
Q1
$715K Hold
2022
Q4
$694K Hold
2022
Q3
$825K Hold
2022
Q2
$647K Sell
2022
Q1
$1.15M Buy
2021
Q4
$1.11M Buy
2021
Q3
$1.11M Sell
2021
Q2
$1.42M Sell
2021
Q1
$1.3M Buy
2020
Q4
$974K Buy