Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$699K Buy
2024
Q4
$521K Buy
2024
Q3
$363K Hold
2024
Q2
$458K Sell
2024
Q1
$535K Sell
2023
Q4
$490K Buy
2023
Q3
$440K Sell
2023
Q2
$379K Sell
2023
Q1
$483K Buy
2022
Q4
$347K Buy
2022
Q3
$244K Buy
2022
Q2
$331K Buy
2022
Q1
$459K Buy
2021
Q4
$509K Buy
2021
Q3
$421K Buy
2021
Q2
$384K Buy
2021
Q1
$338K Buy
2020
Q4
$283K Buy