Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.5M Buy
2025
Q2
$1.05M Buy
2025
Q1
$669K Buy
2024
Q4
$424K Hold
2024
Q3
$609K Hold
2024
Q2
$477K Hold
2024
Q1
$409K Hold
2023
Q4
$472K Hold
2023
Q3
$421K Hold
2023
Q2
$486K Buy
2023
Q1
Sell
2022
Q4
$2.69M Hold
2022
Q3
$2.4M Buy
2022
Q2
Sell
2022
Q1
$8.23M Hold
2021
Q4
$6.42M Buy
2021
Q1
Sell
2020
Q4
$737K Buy