Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
2025
Q1
$1.22M Buy
2024
Q4
$546K Buy
2024
Q3
$620K Sell
2024
Q2
$925K Buy
2024
Q1
$744K Buy
2023
Q4
$501K Sell
2023
Q3
$402K Buy
2023
Q2
$258K Buy
2023
Q1
Sell
2022
Q4
$245K Buy
2020
Q1
Sell
2019
Q4
$2.32M Buy
2019
Q3
$1.67M Sell
2019
Q2
$1.51M Sell
2019
Q1
$2.15M Sell
2018
Q4
$1.61M Buy