Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
2024
Q3
Sell
2024
Q2
$357K Buy
2024
Q1
Sell
2023
Q4
$371K Buy
2023
Q3
$129K Buy
2023
Q2
Sell
2023
Q1
$2M Sell
2022
Q4
$3.59M Buy
2022
Q3
$3.11M Buy
2022
Q2
$1.99M Buy
2022
Q1
Sell
2021
Q4
$499K Buy
2021
Q2
Sell
2021
Q1
$387K Sell
2020
Q4
$2.03M Buy
2020
Q3
$1.57M Sell
2020
Q2
$1.55M Buy
2020
Q1
$133K Buy