Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$358K Sell
2025
Q2
$3.1M Buy
2025
Q1
$2.42M Buy
2024
Q4
$1.96M Sell
2024
Q3
$2.8M Sell
2024
Q2
$3.02M Buy
2024
Q1
$3.08M Sell
2023
Q4
$2.54M Buy
2023
Q3
$1.5M Sell
2023
Q2
$1.43M Buy
2023
Q1
$1.04M Sell
2022
Q4
$814K Sell
2022
Q3
$901K Sell
2022
Q2
$697K Buy
2022
Q1
$1.2M Buy
2021
Q4
$1.4M Buy
2021
Q3
$1.29M Buy
2021
Q2
$1.43M Sell
2021
Q1
$1.94M Buy
2020
Q4
$1.19M Buy
2020
Q3
$316K Buy
2020
Q2
$221K Buy