Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.6M Buy
2025
Q2
$858K Sell
2025
Q1
$3.29M Sell
2024
Q4
$3.82M Sell
2024
Q3
$3.55M Sell
2024
Q2
$3.96M Sell
2024
Q1
$3.3M Sell
2023
Q4
$3.83M Buy
2023
Q3
$3.17M Buy
2023
Q2
$3.65M Hold
2023
Q1
$3.1M Hold
2022
Q4
$2.44M Buy
2022
Q3
$2.6M Hold
2022
Q2
$2.57M Buy
2022
Q1
$3.28M Hold
2021
Q4
$3.05M Hold
2021
Q3
$2.79M Buy
2021
Q2
$1.11M Sell
2021
Q1
$1M Buy
2020
Q4
$1.09M Hold
2020
Q3
$1.02M Buy
2020
Q2
$746K Hold
2020
Q1
$520K Sell
2019
Q4
$633K Buy