Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.93M Buy
2025
Q2
$583K Sell
2025
Q1
$726K Buy
2024
Q4
$533K Sell
2024
Q3
$7.21M Buy
2024
Q2
$2.01M Sell
2024
Q1
$1.95M Buy
2023
Q4
$2.17M Sell
2023
Q3
$4.85M Sell
2023
Q2
$6.57M Buy
2023
Q1
$7.49M Buy
2022
Q4
$5.4M Sell
2022
Q3
$5.61M Buy
2022
Q2
$5.77M Buy
2022
Q1
$7.11M Sell
2021
Q4
$10.8M Buy