Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.31M Sell
2025
Q2
$1.72M Buy
2025
Q1
$1.11M Buy
2024
Q4
$767K Sell
2024
Q3
$836K Sell
2024
Q2
$626K Buy
2021
Q4
Sell
2021
Q3
$235K Hold
2021
Q2
$266K Sell
2021
Q1
$267K Buy
2020
Q3
Sell
2020
Q2
$6K Sell
2020
Q1
$11K Hold
2019
Q4
$14K Buy