Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.7M Sell
2025
Q2
$12.4M Buy
2025
Q1
$6.62M Sell
2024
Q4
$9.52M Buy
2024
Q3
$6.33M Sell
2024
Q2
$5.79M Buy
2024
Q1
$2.07M Hold
2023
Q4
$2.71M Buy
2023
Q3
$2.47M Buy
2023
Q2
$1.79M Hold
2023
Q1
$1.79M Sell
2022
Q4
$1.34M Buy
2022
Q3
$960K Sell
2022
Q2
$2.64M Buy
2022
Q1
$3.3M Buy
2021
Q4
$3.82M Buy
2021
Q3
$1.63M Buy
2021
Q2
$821K Buy
2021
Q1
$581K Buy
2020
Q4
$269K Buy