Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$828K Sell
2025
Q1
$1.09M Buy
2024
Q4
$646K Buy
2024
Q3
$756K Sell
2024
Q2
$960K Buy
2024
Q1
Sell
2023
Q4
$409K Buy
2023
Q3
$209K Buy
2021
Q4
Sell
2021
Q3
$28K Buy
2021
Q2
$22K Buy