Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
2025
Q1
$3.02M Buy
2024
Q4
$2.85M Sell
2024
Q3
$3.55M Buy
2024
Q2
$1.33M Buy
2024
Q1
$1.39M Buy
2023
Q4
$546K Sell
2023
Q3
$733K Hold
2023
Q2
$781K Buy
2023
Q1
$568K Buy
2022
Q4
$263K Hold
2022
Q3
$227K Buy
2022
Q2
Sell
2022
Q1
$380K Hold
2021
Q4
$502K Sell
2021
Q3
$455K Hold
2021
Q2
$472K Sell
2021
Q1
$2.3M Sell
2020
Q4
$2.51M Buy