Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Sell
2025
Q2
$2.62M Buy
2025
Q1
$2M Sell
2024
Q4
$2.43M Sell
2024
Q3
$3.21M Buy
2024
Q2
$2.94M Sell
2024
Q1
$3.32M Buy
2023
Q4
$2.08M Sell
2023
Q3
$2.07M Buy
2023
Q2
$2M Sell
2023
Q1
$2.21M Sell
2022
Q4
$2.53M Buy
2022
Q3
$1.29M Buy
2022
Q2
$1.84M Buy
2022
Q1
$1.32M Buy
2021
Q4
$952K Buy
2021
Q3
$520K Buy
2021
Q2
$481K Buy
2021
Q1
$298K Buy
2020
Q4
$208K Sell
2020
Q3
$250K Sell
2020
Q2
$332K Buy