Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.61M Buy
2025
Q2
$1.09M Buy
2025
Q1
$781K Buy
2024
Q4
$963K Sell
2024
Q3
$627K Buy
2024
Q2
$472K Sell
2024
Q1
$1.11M Buy
2023
Q4
$1.15M Sell
2023
Q3
$1.2M Buy
2023
Q2
$1.16M Buy
2023
Q1
$882K Buy
2022
Q4
$471K Buy
2022
Q3
$989K Buy
2022
Q2
$504K Buy
2021
Q3
$567K Buy
2021
Q2
$493K Buy
2020
Q2
Sell
2020
Q1
$9.43K Buy
2019
Q4
$5.86K Buy