Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Buy
2025
Q2
$1.02M Buy
2025
Q1
$692K Sell
2024
Q4
$827K Sell
2024
Q3
$1.63M Sell
2024
Q2
$1.39M Buy
2024
Q1
$1.16M Sell
2023
Q4
$999K Buy
2023
Q3
$966K Buy
2023
Q2
$908K Buy
2023
Q1
$756K Buy
2020
Q2
Sell
2020
Q1
$13K Buy