Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
2025
Q1
$1.23M Buy
2022
Q3
Sell
2022
Q2
$462K Buy
2022
Q1
$803K Buy
2021
Q4
$1.22M Sell
2021
Q3
$1.51M Sell
2021
Q2
$1.89M Sell
2021
Q1
$1.75M Buy
2020
Q4
$1.43M Buy
2020
Q3
$924K Sell
2020
Q2
$841K Buy
2020
Q1
$265K Buy
2019
Q4
Sell
2019
Q3
$208K Sell
2019
Q2
$287K Buy
2019
Q1
$258K Buy