Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.73M Sell
2025
Q1
$3.86M Buy
2024
Q4
$3.15M Buy
2024
Q3
$1.95M Sell
2024
Q2
$1.87M Buy
2024
Q1
$1.75M Buy
2023
Q4
$622K Buy
2023
Q3
$565K Buy
2023
Q2
$542K Buy
2014
Q4
Sell
2014
Q3
$5K Hold
2014
Q2
$5K Hold
2014
Q1
$4K Hold
2013
Q4
$4K Buy