Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.44M Sell
2025
Q2
$3.46M Buy
2025
Q1
$1.01M Buy
2024
Q4
$426K Hold
2024
Q3
$364K Hold
2024
Q2
$309K Hold
2024
Q1
$341K Sell
2023
Q4
$378K Sell
2023
Q3
$372K Hold
2023
Q2
$361K Sell
2023
Q1
$609K Sell
2022
Q4
$595K Buy
2022
Q3
$392K Buy
2022
Q2
$548K Buy
2022
Q1
$404K Buy
2021
Q4
$492K Sell
2021
Q3
$820K Sell
2021
Q2
$2.55M Buy
2021
Q1
$1.02M Sell
2020
Q4
$1.45M Buy