Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.44M Sell
2025
Q2
$2.74M Buy
2024
Q4
Sell
2024
Q3
$2.97M Buy
2024
Q2
Sell
2024
Q1
$486K Buy
2023
Q4
$207K Buy
2022
Q4
Sell
2022
Q3
$276K Sell
2022
Q2
$1.11M Buy
2022
Q1
Sell
2021
Q4
$386K Buy