Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.76M Sell
2025
Q1
$5.8M Buy
2024
Q4
$4.16M Buy
2024
Q3
$2.8M Buy
2024
Q2
$1.92M Sell
2024
Q1
$2.33M Buy
2023
Q4
$1.16M Buy
2023
Q2
Sell
2023
Q1
$891K Sell
2022
Q4
$781K Buy
2022
Q3
Sell
2022
Q2
$1.31M Buy
2022
Q1
$178K Buy
2021
Q4
$118K Sell
2021
Q3
$330K Buy
2021
Q2
$242K Buy