Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Sell
2025
Q2
$1.82M Sell
2025
Q1
$3.8M Sell
2024
Q4
$9.08M Buy
2024
Q3
$3.41M Buy
2024
Q2
$2.35M Buy
2024
Q1
$2.32M Buy
2023
Q4
$1.94M Buy
2023
Q3
$903K Buy
2023
Q2
$610K Sell
2023
Q1
$638K Buy
2022
Q4
$500K Sell
2022
Q3
$803K Buy
2022
Q2
$349K Sell
2022
Q1
$529K Buy
2021
Q4
$455K Sell
2021
Q3
$504K Buy
2021
Q2
$313K Buy