Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.97M Hold
2025
Q2
$3.88M Buy
2025
Q1
$1.83M Sell
2024
Q4
$2.33M Buy
2024
Q3
$1.84M Buy
2024
Q2
$1.32M Buy
2024
Q1
$891K Buy
2023
Q4
$476K Hold
2023
Q3
$418K Buy
2023
Q2
$406K Hold
2023
Q1
$267K Buy
2022
Q2
Sell
2022
Q1
$262K Hold
2021
Q4
$282K Buy