Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.54M Sell
2025
Q2
$1.66M Buy
2025
Q1
$1.18M Buy
2024
Q4
$967K Buy
2024
Q3
$835K Buy
2024
Q2
$695K Buy
2024
Q1
$370K Sell
2023
Q4
$300K Sell
2023
Q3
$448K Buy
2023
Q2
$408K Buy
2023
Q1
$202K Buy
2021
Q2
Sell
2021
Q1
$210K Buy