Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
2025
Q1
$1.23M Buy
2024
Q4
$1.33M Buy
2024
Q3
$236K Buy
2024
Q2
$202K Sell
2024
Q1
$941K Buy
2023
Q2
Sell
2023
Q1
$3.81M Buy
2022
Q2
Sell
2022
Q1
$55K Buy