Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$945K Sell
2025
Q2
$3.19M Buy
2024
Q4
Sell
2024
Q3
$1.29M Sell
2024
Q2
$1.16M Buy
2024
Q1
Sell
2023
Q4
$779K Buy
2023
Q3
$116K Sell
2023
Q2
$318K Sell
2023
Q1
$572K Buy
2022
Q2
Sell
2022
Q1
$399K Sell
2021
Q4
$601K Buy
2021
Q2
Sell
2021
Q1
$678K Buy
2020
Q4
$506K Buy