Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$618K Buy
2025
Q1
$545K Sell
2024
Q4
$549K Buy
2024
Q3
$326K Sell
2024
Q2
$398K Buy
2024
Q1
$384K Sell
2023
Q4
$1.59M Sell
2023
Q3
$5.55M Buy
2023
Q2
$4.53M Buy
2023
Q1
$623K Buy
2022
Q4
$590K Buy
2022
Q3
$253K Sell
2022
Q2
$265K Sell
2022
Q1
$320K Buy