Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Sell
2025
Q1
$7.75M Buy
2024
Q4
$931K Buy
2024
Q3
$674K Buy
2024
Q2
$764K Buy
2024
Q1
$616K Sell
2023
Q4
$531K Hold
2023
Q3
$477K Sell
2023
Q2
$559K Hold
2023
Q1
$415K Hold
2022
Q4
$415K Hold
2022
Q3
$399K Buy
2020
Q3
Sell
2020
Q2
$481K Sell
2020
Q1
$336K Sell
2019
Q4
$1.43M Buy