Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$642K Sell
2024
Q4
$799K Sell
2024
Q3
$685K Sell
2024
Q2
$687K Sell
2024
Q1
$723K Buy
2023
Q4
$614K Buy
2023
Q3
$333K Hold
2023
Q2
$357K Sell
2023
Q1
$315K Sell
2022
Q4
$256K Buy
2022
Q3
$334K Buy
2022
Q2
$365K Sell
2022
Q1
$310K Buy
2021
Q4
$394K Buy