Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$633K Buy
2025
Q2
$595K Sell
2025
Q1
$678K Sell
2024
Q4
$753K Sell
2024
Q3
$973K Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.14M Buy
2023
Q4
$941K Buy
2023
Q3
$887K Buy
2023
Q2
$990K Buy
2023
Q1
$909K Buy
2022
Q4
$947K Buy
2022
Q3
$732K Buy
2022
Q2
$771K Sell
2022
Q1
$733K Buy
2021
Q4
$661K Sell
2021
Q3
$676K Buy
2021
Q2
$696K Sell
2021
Q1
$672K Sell
2020
Q4
$656K Buy