Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$667K Sell
2025
Q1
$2.73M Buy
2024
Q4
$1.94M Buy
2024
Q3
Sell
2024
Q2
$398K Sell
2024
Q1
$726K Buy
2023
Q4
Sell
2023
Q3
$3.64M Buy
2023
Q2
$1.27M Buy
2023
Q1
Sell
2022
Q4
$310K Buy
2021
Q4
Sell
2021
Q3
$251K Sell
2021
Q2
$414K Buy
2021
Q1
$256K Sell
2020
Q4
$829K Sell
2020
Q3
$1.65M Buy