Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$909K Sell
2025
Q2
$4.55M Buy
2024
Q4
Sell
2024
Q3
$7.97M Buy
2024
Q2
$3.44M Buy
2024
Q1
$2.6M Buy
2023
Q3
Sell
2023
Q2
$925K Buy
2023
Q1
$411K Buy
2022
Q2
Sell
2022
Q1
$240K Sell
2021
Q4
$964K Sell
2021
Q3
$3.15M Buy
2021
Q2
$372K Sell
2021
Q1
$1.06M Buy