Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15.6M Buy
2025
Q2
$10M Buy
2025
Q1
$307K Sell
2024
Q4
$13M Sell
2024
Q3
$14.1M Sell
2024
Q2
$14.9M Buy
2024
Q1
$6.69M Buy
2023
Q4
$277K Sell
2023
Q3
$247K Sell
2023
Q2
$305K Sell
2023
Q1
$469K Sell
2022
Q4
$412K Sell
2022
Q3
$381K Sell
2022
Q2
$482K Buy
2022
Q1
$515K Buy
2021
Q4
$517K Sell
2021
Q3
$546K Buy
2021
Q2
$466K Buy
2021
Q1
$349K Buy