Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Sell
2025
Q2
$5.05M Buy
2025
Q1
$1.67M Buy
2024
Q4
$445K Sell
2024
Q3
$450K Sell
2024
Q2
$417K Buy
2024
Q1
$236K Buy
2023
Q4
$221K Buy
2023
Q1
Sell
2022
Q4
$349K Buy
2022
Q3
$287K Sell
2022
Q2
$585K Buy
2020
Q3
Sell
2020
Q2
$294K Sell
2020
Q1
$341K Buy
2019
Q4
$456K Buy
2019
Q3
$361K Sell
2019
Q2
$487K Buy
2019
Q1
$452K Buy