Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$558K Buy
2024
Q3
Sell
2024
Q2
$873K Hold
2024
Q1
$775K Sell
2023
Q4
$1.27M Sell
2023
Q3
$3.76M Buy
2023
Q2
$3.48M Buy
2023
Q1
$1.91M Buy
2022
Q4
$535K Buy
2022
Q3
$1.03M Sell
2022
Q2
$1.03M Buy
2022
Q1
$1.39M Sell
2021
Q4
$1.54M Buy