Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$638K Sell
2025
Q2
$1.45M Buy
2025
Q1
$1.22M Buy
2024
Q4
$1.84M Sell
2024
Q3
$1.38M Sell
2024
Q2
$1.74M Buy
2024
Q1
$1.56M Buy
2023
Q4
$938K Buy
2023
Q3
$727K Buy
2023
Q2
$1M Buy
2023
Q1
$362K Buy
2022
Q1
Sell
2021
Q4
$700K Buy
2021
Q3
$473K Sell
2021
Q2
$1.01M Buy
2021
Q1
$253K Buy
2020
Q4
$291K Buy