Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$879K Buy
2024
Q4
$561K Sell
2024
Q3
$648K Buy
2024
Q2
$523K Sell
2024
Q1
$624K Buy
2023
Q4
$535K Buy
2023
Q3
$560K Buy
2023
Q2
$583K Sell
2023
Q1
$611K Buy
2022
Q4
$537K Buy
2022
Q3
$458K Sell
2022
Q2
$660K Buy
2022
Q1
$211K Buy