Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$2.76M Buy
2025
Q1
$1.32M Sell
2024
Q4
$4.78M Buy
2024
Q3
$1.29M Buy
2024
Q2
Sell
2024
Q1
$13.8M Buy
2023
Q4
$822K Buy
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$60.3M Buy
2022
Q1
$47.4M Buy
2021
Q4
Sell
2021
Q3
$567K Sell
2021
Q2
$12.7M Sell
2021
Q1
$28.3M Buy
2020
Q4
Sell
2020
Q3
$3.2M Buy
2020
Q2
$1.31M Buy
2020
Q1
$302K Buy