Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
2025
Q1
$732K Sell
2024
Q4
$1.56M Sell
2024
Q3
$1.96M Buy
2024
Q2
$606K Sell
2024
Q1
$3.04M Buy
2023
Q4
$2.16M Buy
2023
Q3
$507K Buy
2023
Q2
$435K Sell
2023
Q1
$539K Sell
2022
Q4
$2.03M Buy
2022
Q3
$1.16M Sell
2022
Q2
$1.56M Buy
2022
Q1
$37K Buy