Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.93M Sell
2025
Q2
$1.9M Sell
2025
Q1
$1.85M Sell
2024
Q4
$1.67M Sell
2024
Q3
$2.13M Buy
2024
Q2
$1.33M Buy
2024
Q1
$1.08M Sell
2023
Q4
$1.39M Sell
2023
Q3
$1.31M Buy
2023
Q2
$524K Sell
2023
Q1
$585K Buy
2022
Q4
$455K Buy
2022
Q3
$382K Sell
2022
Q2
$897K Sell
2022
Q1
$1.58M Buy
2021
Q4
$347K Buy
2021
Q2
$370K Buy
2019
Q3
Sell
2019
Q2
$417K Buy
2019
Q1
$432K Buy
2018
Q4
$391K Buy