Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Sell
2025
Q2
$5.63M Buy
2025
Q1
$431K Buy
2024
Q4
$237K Sell
2024
Q3
$1.75M Buy
2023
Q2
Sell
2023
Q1
$528K Buy
2022
Q3
Sell
2022
Q2
$213K Sell
2022
Q1
$1.12M Buy
2021
Q4
Sell
2021
Q3
$316K Buy