Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$1.18M Buy
2025
Q1
$1.05M Buy
2024
Q4
$975K Sell
2024
Q3
$1.24M Hold
2024
Q2
$993K Hold
2024
Q1
$954K Sell
2023
Q4
$1.03M Sell
2023
Q3
$972K Sell
2023
Q2
$987K Sell
2023
Q1
$915K Sell
2022
Q4
$1.02M Sell
2022
Q3
$811K Buy
2022
Q2
$795K Buy
2022
Q1
$640K Buy
2021
Q4
$459K Sell
2021
Q3
$496K Sell
2021
Q2
$589K Sell
2021
Q1
$2.75M Sell
2020
Q4
$2.41M Sell
2020
Q3
$2.97M Sell
2020
Q2
$3.38M Sell
2020
Q1
$6.79M Buy
2019
Q4
$9.82M Buy