Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Buy
2025
Q2
$766K Buy
2025
Q1
$851K Sell
2024
Q4
$735K Sell
2024
Q3
$817K Buy
2024
Q2
$704K Sell
2024
Q1
$756K Buy
2023
Q4
$643K Sell
2023
Q3
$629K Buy
2023
Q2
$497K Sell
2023
Q1
$591K Buy
2022
Q4
$557K Buy
2022
Q3
$256K Sell
2022
Q2
$483K Buy
2022
Q1
$467K Buy
2021
Q1
$242K Buy