Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Buy
2025
Q2
$822K Buy
2025
Q1
$602K Sell
2024
Q4
$1.94M Sell
2024
Q3
$3.44M Buy
2024
Q2
$1.45M Buy
2024
Q1
$1.12M Sell
2023
Q4
$861K Buy
2023
Q3
$613K Sell
2023
Q2
$733K Sell
2023
Q1
$755K Sell
2022
Q4
$928K Hold
2022
Q3
$928K Buy
2022
Q2
$949K Sell
2022
Q1
$1.21M Buy
2021
Q4
$1.36M Buy
2021
Q3
$341K Sell
2021
Q2
$367K Sell
2021
Q1
$374K Buy
2020
Q4
$333K Buy
2020
Q3
$236K Buy