Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Sell
2025
Q2
$519K Sell
2025
Q1
$1.1M Sell
2024
Q4
$2.71M Sell
2024
Q3
$3.6M Buy
2024
Q2
$3.38M Buy
2024
Q1
$4.84M Buy
2023
Q4
$673K Sell
2023
Q3
$700K Sell
2023
Q2
$462K Sell
2023
Q1
$805K Buy
2022
Q4
$335K Buy
2022
Q3
$330K Sell
2022
Q2
$381K Buy
2022
Q1
$781K Buy
2021
Q4
$376K Buy
2021
Q3
$556K Buy
2021
Q2
$886K Buy
2021
Q1
$255K Buy