Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.9M Buy
2025
Q1
Sell
2024
Q4
$1.47M Buy
2024
Q3
Sell
2024
Q2
$5.04M Buy
2024
Q1
$2.81M Buy
2023
Q4
$2.13M Buy
2023
Q3
$1.54M Sell
2023
Q2
$1.8M Buy
2023
Q1
$248K Sell
2022
Q4
$361K Buy
2022
Q3
Sell
2022
Q2
$428K Buy
2022
Q1
$233K Buy
2021
Q4
Sell
2021
Q3
$261K Sell
2021
Q2
$784K Buy
2021
Q1
$811K Buy