Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
2025
Q1
$1.94M Hold
2024
Q4
$1.63M Sell
2024
Q3
$2.03M Sell
2024
Q2
$1.98M Sell
2024
Q1
$2.01M Buy
2023
Q4
$1.8M Sell
2023
Q3
$1.84M Buy
2022
Q3
Sell
2022
Q2
$544K Hold
2022
Q1
$540K Buy
2021
Q4
$481K Buy
2021
Q3
$369K Sell
2021
Q2
$436K Buy
2021
Q1
$440K Buy
2020
Q4
$406K Buy
2020
Q3
$441K Buy