Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Sell
2025
Q2
$1.72M Buy
2024
Q4
$925K Buy
2024
Q3
$685K Buy
2024
Q2
$575K Sell
2024
Q1
$728K Sell
2023
Q4
$664K Sell
2023
Q3
$606K Sell
2023
Q2
$687K Sell
2023
Q1
$716K Buy
2022
Q4
$389K Buy
2022
Q3
$236K Buy
2022
Q2
$228K Buy
2022
Q1
$220K Buy