Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.07M Hold
2025
Q2
$1.8M Hold
2025
Q1
$2.03M Hold
2024
Q4
$1.77M Sell
2024
Q3
$2.67M Hold
2024
Q2
$3.08M Sell
2024
Q1
$3.4M Buy
2023
Q4
$708K Hold
2023
Q3
$774K Hold
2023
Q2
$706K Hold
2023
Q1
$759K Buy
2017
Q2
Sell
2017
Q1
$6.63M Buy