Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.42M Sell
2025
Q2
$1.38M Buy
2025
Q1
$1.19M Buy
2024
Q4
$1.08M Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.04M Sell
2024
Q1
$1.12M Sell
2023
Q4
$1.05M Buy
2023
Q3
$916K Buy
2023
Q2
$840K Buy
2023
Q1
$539K Buy
2022
Q4
$467K Sell
2022
Q3
$459K Buy
2022
Q2
Sell
2022
Q1
$434K Buy
2021
Q1
$487K Buy
2020
Q4
$499K Buy