Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.4M Buy
2025
Q1
$6.35M Buy
2024
Q4
$7.49M Sell
2024
Q3
$6.84M Buy
2024
Q2
$6.79M Buy
2024
Q1
$4.4M Sell
2023
Q4
$2.46M Buy
2023
Q3
$2.04M Buy
2023
Q2
$1.84M Sell
2023
Q1
$1.23M Sell
2022
Q4
$652K Buy
2022
Q3
$491K Buy
2022
Q2
$600K Buy
2022
Q1
$801K Buy
2021
Q4
$563K Buy
2021
Q3
$330K Buy
2021
Q2
$274K Sell
2021
Q1
$335K Sell
2020
Q4
$365K Buy
2020
Q3
Hold
2020
Q2
Hold