Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$514K Sell
2025
Q1
$715K Buy
2024
Q4
$301K Sell
2024
Q3
$473K Sell
2024
Q2
$808K Sell
2024
Q1
$1.27M Sell
2023
Q4
$4.01M Buy
2023
Q3
$324K Buy
2023
Q2
$271K Buy