Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.45M Sell
2025
Q1
$1.78M Buy
2024
Q4
Sell
2024
Q3
$978K Buy
2024
Q2
Sell
2024
Q1
$576K Sell
2023
Q4
$1.48M Buy
2023
Q3
$1.2M Sell
2023
Q2
$1.39M Buy
2023
Q1
$528K Sell
2022
Q4
$608K Buy
2022
Q3
$301K Buy
2020
Q1
Sell
2019
Q4
$1.41M Buy
2019
Q3
$746K Buy
2019
Q2
Sell
2019
Q1
$2.54M Buy
2018
Q4
$809K Buy