Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.19M Sell
2025
Q2
$2.16M Buy
2025
Q1
$1.48M Buy
2024
Q4
$914K Sell
2024
Q3
$1.08M Buy
2024
Q2
$1.15M Buy
2024
Q1
$823K Buy
2023
Q4
$639K Buy
2023
Q3
$475K Buy
2023
Q2
$432K Buy
2023
Q1
$307K Buy
2022
Q4
$311K Sell
2022
Q3
$277K Buy
2022
Q2
$282K Buy
2022
Q1
$214K Buy