Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.19M Sell
2025
Q2
$4.21M Sell
2025
Q1
$4.27M Buy
2024
Q4
$3.44M Buy
2024
Q3
$3.86M Sell
2024
Q2
$5.48M Sell
2024
Q1
$7.44M Buy
2023
Q4
$5.37M Sell
2023
Q3
$4.27M Buy
2023
Q2
$3.49M Buy
2023
Q1
$2.24M Buy
2022
Q4
$424K Buy
2021
Q3
Sell
2021
Q2
$1.05M Sell
2021
Q1
$1.32M Buy
2020
Q4
$481K Buy