Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
2025
Q1
$1.55M Sell
2024
Q4
$1.69M Buy
2024
Q3
$1.35M Buy
2024
Q2
$872K Buy
2024
Q1
$642K Sell
2023
Q4
$655K Sell
2023
Q3
$711K Hold
2023
Q2
$667K Buy
2023
Q1
$473K Buy
2022
Q4
$284K Hold
2022
Q3
$305K Hold
2022
Q2
$235K Buy
2022
Q1
$339K Buy