Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.9M Sell
2025
Q2
$6.63M Buy
2025
Q1
$5.67M Buy
2024
Q4
$3.81M Buy
2024
Q3
$1.3M Sell
2024
Q2
$1.86M Sell
2024
Q1
$2.08M Sell
2023
Q4
$2.13M Buy
2023
Q3
$986K Sell
2023
Q2
$1.25M Buy
2023
Q1
$239K Buy
2022
Q4
$216K Buy
2022
Q3
$68K Sell
2022
Q2
$225K Sell
2022
Q1
$1.3M Sell
2021
Q4
$1.88M Buy
2021
Q3
$120K Sell
2021
Q2
$466K Sell
2021
Q1
$961K Sell
2020
Q4
$1.27M Buy
2020
Q3
$756K Buy