Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$521K Sell
2024
Q4
$1.01M Buy
2024
Q3
$975K Sell
2024
Q2
$1.34M Sell
2024
Q1
$2.61M Sell
2023
Q4
$2.88M Buy
2023
Q3
$1.48M Sell
2023
Q2
$1.87M Sell
2023
Q1
$1.75M Sell
2022
Q4
$4.71M Buy