Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.86M Buy
2025
Q1
$1.89M Sell
2024
Q4
$2.31M Buy
2024
Q3
$1.78M Buy
2024
Q2
$1.66M Sell
2024
Q1
$1.44M Sell
2023
Q4
$1.24M Buy
2023
Q3
$995K Buy
2023
Q2
$889K Buy
2023
Q1
$732K Sell
2022
Q4
$595K Buy
2022
Q3
$447K Buy
2022
Q2
$367K Buy
2022
Q1
$243K Buy
2021
Q4
$251K Hold
2021
Q3
$233K Buy
2021
Q1
Sell
2020
Q4
$211K Buy