Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6.18M Buy
2023
Q2
Sell
2023
Q1
$748K Buy
2022
Q4
$550K Sell
2022
Q3
$517K Sell
2022
Q2
$940K Buy
2022
Q1
$531K Buy
2021
Q4
$538K Buy
2021
Q3
$279K Sell
2021
Q2
$302K Sell
2021
Q1
$833K Buy
2020
Q4
$586K Sell
2020
Q3
$840K Buy
2020
Q2
$721K Buy