Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.03M Buy
2025
Q2
$3.5M Sell
2025
Q1
$3.15M Sell
2024
Q4
$3.05M Buy
2024
Q3
Sell
2024
Q2
$551K Sell
2024
Q1
$687K Buy
2023
Q4
$387K Sell
2023
Q3
$1.52M Buy
2023
Q2
$1.46M Buy
2023
Q1
$802K Buy
2022
Q4
$604K Buy
2022
Q3
$686K Buy
2022
Q2
$653K Sell
2022
Q1
$1.03M Buy
2021
Q4
Sell
2021
Q3
$875K Buy
2021
Q2
$951K Buy
2021
Q1
$329K Buy