Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.24M Buy
2025
Q2
$1.7M Buy
2025
Q1
$1.4M Buy
2024
Q4
$1.42M Sell
2024
Q3
$1.54M Hold
2024
Q2
$1.37M Hold
2024
Q1
$1.27M Sell
2023
Q4
$1.4M Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.35M Sell
2023
Q1
$1.19M Sell
2022
Q4
$1.09M Buy
2022
Q3
$951K Buy
2022
Q2
$1.05M Buy
2022
Q1
$893K Sell
2021
Q4
$1.06M Sell
2021
Q3
$1.14M Sell
2021
Q2
$1.29M Sell
2021
Q1
$1.12M Sell
2020
Q4
$1.2M Buy
2020
Q3
$1.18M Sell
2020
Q2
$1.15M Buy
2020
Q1
$735K Buy
2019
Q4
$669K Buy