Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Buy
2025
Q2
$530K Buy
2025
Q1
$425K Sell
2024
Q4
$1.28M Sell
2024
Q3
$837K Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.04M Buy
2023
Q4
$729K Buy
2023
Q3
$409K Buy
2023
Q2
$237K Buy
2022
Q4
Sell
2022
Q3
$249K Buy
2022
Q2
$206K Buy
2022
Q1
$279K Buy
2021
Q4
$257K Buy