Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.1M Sell
2025
Q2
$19.9M Buy
2025
Q1
$13.3M Buy
2024
Q4
$7.66M Buy
2024
Q3
$8.53M Buy
2024
Q2
$5M Buy
2024
Q1
$4.71M Buy
2023
Q4
$3.24M Buy
2023
Q3
$2.42M Hold
2023
Q2
$2.27M Sell
2023
Q1
$1.69M Buy
2022
Q4
$481K Buy
2022
Q3
$483K Buy
2022
Q2
$271K Sell
2022
Q1
$1.96M Buy
2020
Q1
Sell
2019
Q4
$3.22M Buy