Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$945K Sell
2025
Q2
$938K Sell
2025
Q1
$1.05M Buy
2024
Q4
$529K Sell
2024
Q3
$659K Sell
2024
Q2
$651K Sell
2024
Q1
$764K Sell
2023
Q4
$1.83M Sell
2023
Q3
$1.8M Sell
2023
Q2
$1.88M Buy
2023
Q1
$1.75M Buy
2022
Q4
$1.49M Buy
2022
Q3
$848K Sell
2022
Q2
$1.04M Buy
2022
Q1
$928K Buy
2021
Q4
$450K Buy
2021
Q3
$374K Buy