Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.13M Buy
2024
Q3
$526K Hold
2024
Q2
$1.44M Hold
2024
Q1
$1.36M Hold
2023
Q4
$1.06M Hold
2023
Q3
$826K Sell
2023
Q2
$1.49M Hold
2023
Q1
$1.4M Hold
2022
Q4
$1.13M Sell
2022
Q3
$870K Hold
2022
Q2
$997K Hold
2022
Q1
$1.4M Hold
2021
Q4
$1.68M Buy
2021
Q3
$1.54M Buy