Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.11M Sell
2024
Q4
$1.02M Buy
2024
Q3
$883K Buy
2024
Q2
$833K Buy
2024
Q1
$660K Buy
2023
Q4
$333K Buy
2023
Q3
$291K Sell
2023
Q2
$393K Buy
2023
Q1
$359K Buy
2022
Q4
$330K Buy
2022
Q1
Sell
2021
Q4
$249K Sell
2021
Q3
$258K Sell
2021
Q2
$278K Buy
2018
Q4
Sell
2018
Q3
$113K Hold
2018
Q2
$100K Buy
2018
Q1
$73K Buy