Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.42M Sell
2025
Q2
$1.8M Sell
2025
Q1
$1.47M Sell
2024
Q4
$2.32M Sell
2024
Q3
$1.58M Buy
2024
Q2
$1.18M Buy
2024
Q1
$1.02M Sell
2023
Q4
$1.45M Sell
2023
Q3
$1.58M Buy
2023
Q2
$1.29M Buy
2023
Q1
$849K Sell
2022
Q4
$580K Sell
2022
Q3
$1.28M Buy
2022
Q2
$931K Sell
2022
Q1
$1.59M Sell
2021
Q4
$1.67M Sell
2021
Q3
$1.5M Buy
2021
Q2
$960K Sell
2021
Q1
$974K Sell
2020
Q4
$1.15M Buy
2020
Q3
$678K Sell
2020
Q2
$346K Buy