Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Buy
2024
Q4
Sell
2024
Q3
$569K Sell
2024
Q2
$1.34M Buy
2023
Q3
Sell
2023
Q2
$1.49M Hold
2023
Q1
$814K Buy
2021
Q4
Sell
2021
Q3
$2.91M Sell
2021
Q2
$12M Buy
2021
Q1
$10.8M Hold
2020
Q4
$8.2M Sell
2020
Q3
$8.37M Buy
2020
Q2
$9.58M Sell
2020
Q1
$5.02M Buy
2019
Q4
$3.86M Buy