Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
2024
Q3
Sell
2024
Q2
$323K Buy
2024
Q1
$236K Sell
2023
Q4
$320K Sell
2023
Q3
$389K Buy
2023
Q2
$256K Buy
2023
Q1
Sell
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$525K Buy
2021
Q3
Sell
2021
Q2
$524K Sell
2021
Q1
$1.51M Buy