Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
2025
Q1
$484K Buy
2024
Q2
Sell
2024
Q1
$684K Buy
2023
Q3
Sell
2023
Q2
$546K Buy
2023
Q1
$223K Buy
2021
Q3
Sell
2021
Q2
$524K Buy
2021
Q1
$213K Buy
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold