Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.83M Sell
2025
Q2
$5.41M Buy
2025
Q1
$3.48M Buy
2024
Q4
$2.12M Buy
2024
Q3
$2.27M Sell
2024
Q2
$1.97M Buy
2024
Q1
$499K Buy
2023
Q4
$421K Buy
2023
Q3
$286K Buy
2023
Q2
$288K Buy
2023
Q1
$260K Sell
2022
Q4
$256K Buy