Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.34M Sell
2025
Q2
$2.95M Buy
2025
Q1
$1.74M Buy
2024
Q4
$2.07M Buy
2024
Q3
$1.68M Buy
2024
Q2
$1.55M Buy
2024
Q1
$1.07M Buy
2023
Q4
$536K Sell
2023
Q3
$481K Buy
2023
Q2
$458K Sell
2023
Q1
$1.07M Buy
2022
Q4
$556K Sell
2022
Q3
$485K Sell
2022
Q2
$659K Buy
2022
Q1
$992K Sell
2021
Q4
$1.36M Buy
2021
Q3
$681K Sell
2021
Q2
$688K Sell
2021
Q1
$601K Buy
2020
Q4
$227K Buy