Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.18M Sell
2025
Q2
$2.17M Buy
2025
Q1
$2.38M Sell
2024
Q4
$2.08M Sell
2024
Q3
$2.67M Buy
2024
Q2
$2.13M Buy
2024
Q1
$1.85M Buy
2023
Q4
$581K Sell
2023
Q3
$545K Buy
2023
Q2
$412K Sell
2023
Q1
$449K Buy