Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.53M Sell
2025
Q2
$5.35M Buy
2025
Q1
$3M Buy
2024
Q4
$2.43M Sell
2024
Q3
$3.18M Buy
2024
Q2
$539K Sell
2024
Q1
$5.29M Sell
2023
Q4
$6.41M Buy
2023
Q3
$4.81M Sell
2023
Q2
$9.47M Sell
2023
Q1
$9.71M Buy
2022
Q4
$753K Buy
2022
Q3
Sell
2022
Q2
$181K Buy