Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2024
Q2
Sell
2024
Q1
$1.14M Buy
2023
Q4
$332K Buy
2022
Q1
Sell
2021
Q4
$852K Buy
2021
Q3
$110K Sell
2021
Q2
$725K Sell
2021
Q1
$676K Buy