Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2025
Q1
$591K Buy
2024
Q4
$523K Buy
2024
Q3
Sell
2024
Q2
$2.42M Buy
2024
Q1
Sell
2023
Q4
$568K Sell
2023
Q3
$3.27M Buy
2023
Q2
$1.36M Buy
2023
Q1
Sell
2022
Q4
$1.54M Buy
2022
Q2
Sell
2022
Q1
$1.42M Buy
2021
Q4
Sell
2021
Q3
$982K Buy
2020
Q2
Sell
2020
Q1
$790K Buy
2019
Q4
$220K Sell
2019
Q3
$407K Buy