Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.38M Sell
2025
Q1
$4.59M Buy
2024
Q4
$1.89M Buy
2024
Q3
$464K Buy
2024
Q2
Sell
2024
Q1
$2.53M Buy
2023
Q4
$502K Sell
2023
Q3
$1.06M Buy
2022
Q2
Sell
2022
Q1
$437K Buy
2021
Q4
$204K Buy
2021
Q1
Sell
2020
Q4
$248K Buy
2020
Q3
$249K Sell
2020
Q2
$227K Buy
2020
Q1
$156K Buy
2019
Q4
Hold