Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Sell
2025
Q2
$1.13M Buy
2025
Q1
$968K Buy
2024
Q4
$704K Buy
2024
Q3
$232K Sell
2024
Q2
$2.23M Buy
2024
Q1
$2.24M Buy
2023
Q4
$2.18M Buy
2023
Q3
$2.26M Sell
2023
Q2
$2.19M Buy
2023
Q1
$992K Sell
2022
Q4
$921K Buy
2022
Q3
$725K Buy
2022
Q2
$756K Buy
2022
Q1
$931K Buy
2021
Q4
$1.02M Buy
2021
Q3
$846K Sell
2021
Q2
$839K Sell
2021
Q1
$819K Buy