Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.42M Sell
2025
Q1
$4.12M Buy
2024
Q4
$215K Buy
2024
Q3
Sell
2024
Q2
$3.66M Buy
2024
Q1
Sell
2023
Q4
$718K Sell
2023
Q3
$1.12M Buy
2023
Q2
Sell
2023
Q1
$774K Buy
2022
Q4
$277K Sell
2022
Q3
$264K Buy
2021
Q4
Sell
2021
Q3
$442K Buy
2021
Q2
$357K Sell
2021
Q1
$490K Buy