Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.19M Sell
2025
Q2
$2.73M Sell
2025
Q1
$2.08M Sell
2024
Q4
$2.01M Sell
2024
Q3
$2.5M Buy
2024
Q2
$2.66M Sell
2024
Q1
$2.4M Buy
2023
Q4
$1.95M Sell
2023
Q3
$1.63M Buy
2023
Q2
$1.72M Buy
2023
Q1
$1.41M Buy
2022
Q4
$1.24M Sell
2022
Q3
$1.01M Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.19M Buy
2021
Q4
$1.18M Buy
2021
Q3
$863K Buy
2021
Q2
$875K Buy
2021
Q1
$805K Buy
2020
Q4
$484K Buy
2020
Q3
$319K Buy