Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.8M Buy
2025
Q2
$1.5M Buy
2025
Q1
$913K Hold
2024
Q4
$1.26M Sell
2024
Q3
$966K Hold
2024
Q2
$981K Buy
2024
Q1
$730K Buy
2023
Q4
$563K Buy
2023
Q3
$417K Hold
2023
Q2
$438K Hold
2023
Q1
$321K Hold
2022
Q4
$287K Hold
2022
Q3
$222K Hold
2022
Q2
$249K Hold
2022
Q1
$302K Hold
2021
Q4
$333K Hold
2021
Q3
$244K Hold
2021
Q2
$240K Buy
2021
Q1
$226K Sell
2020
Q4
$218K Buy