Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.38M Sell
2024
Q4
$1.81M Sell
2024
Q3
$2.09M Sell
2024
Q2
$2.42M Buy
2024
Q1
$2.52M Sell
2023
Q4
$2.25M Sell
2023
Q3
$2.26M Buy
2023
Q2
$2.52M Buy
2023
Q1
$2.2M Sell
2022
Q4
$2.6M Sell
2022
Q3
$2.13M Buy
2022
Q2
$2.1M Buy
2022
Q1
$1.79M Buy
2021
Q4
$1.42M Sell
2021
Q3
$1.55M Buy
2021
Q2
$1.57M Buy
2021
Q1
$1.48M Buy
2020
Q4
$611K Buy
2020
Q3
$380K Sell
2020
Q2
$465K Buy
2020
Q1
$313K Buy
2019
Q4
$329K Buy