Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.15M Sell
2025
Q1
$2.72M Buy
2024
Q4
$1.28M Sell
2024
Q3
$3.47M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.84M Buy
2023
Q4
Sell
2023
Q3
$303K Sell
2023
Q2
$608K Buy
2023
Q1
$271K Buy
2022
Q4
Sell
2022
Q3
$688K Buy
2022
Q2
$743K Buy
2022
Q1
$209K Buy
2021
Q4
Sell
2021
Q3
$246K Buy
2021
Q2
Sell
2021
Q1
$214K Buy