Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.57M Sell
2024
Q4
$2.51M Buy
2024
Q3
$1.45M Buy
2024
Q2
$930K Buy
2024
Q1
$825K Buy
2023
Q4
$1.16M Buy
2023
Q3
$1.01M Sell
2023
Q2
$1.06M Buy
2023
Q1
$801K Buy
2022
Q4
$371K Buy
2022
Q3
$723K Sell
2022
Q2
$616K Sell
2022
Q1
$1.12M Sell
2021
Q4
$1.1M Buy
2021
Q3
$799K Hold
2021
Q2
$700K Buy
2021
Q1
$346K Sell
2020
Q4
$457K Sell
2020
Q3
$372K Sell
2020
Q2
$229K Buy