Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.3M Sell
2025
Q2
$9.9M Sell
2025
Q1
$6.91M Buy
2024
Q4
$8.2M Buy
2024
Q3
$4.51M Buy
2024
Q2
$4.35M Buy
2024
Q1
$2.77M Buy
2023
Q4
$1.33M Buy
2023
Q3
$1.1M Buy
2023
Q2
$904K Hold
2023
Q1
$594K Sell
2022
Q4
$312K Buy
2022
Q3
$204K Sell
2022
Q2
$266K Buy
2022
Q1
$452K Buy
2021
Q4
$377K Buy
2021
Q3
$253K Buy