Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.75M Buy
2025
Q2
$1.21M Buy
2025
Q1
$597K Buy
2024
Q4
$407K Sell
2024
Q3
$475K Buy
2024
Q2
$354K Sell
2024
Q1
$435K Buy
2022
Q1
Sell
2021
Q4
$215K Buy
2021
Q3
$201K Sell
2021
Q2
$444K Buy
2021
Q1
$330K Sell
2020
Q4
$374K Buy