Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$531K Sell
2025
Q2
$7.96M Buy
2025
Q1
$705K Buy
2024
Q4
$545K Sell
2024
Q3
$602K Sell
2024
Q2
$3.5M Buy
2024
Q1
$1.73M Buy
2023
Q4
Sell
2023
Q3
$806K Buy
2023
Q2
$626K Buy
2023
Q1
Sell
2022
Q4
$221K Sell
2022
Q3
$303K Buy
2022
Q1
Sell
2021
Q4
$324K Sell
2021
Q3
$945K Sell
2021
Q2
$1.37M Buy
2021
Q1
$963K Buy