Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
2025
Q1
$1.76M Buy
2024
Q4
$1.05M Buy
2024
Q3
$1.14M Buy
2024
Q2
$756K Sell
2024
Q1
$1.21M Buy
2023
Q4
$431K Buy
2023
Q3
$285K Sell
2023
Q2
$829K Buy
2023
Q1
$764K Buy
2022
Q4
$431K Buy
2022
Q3
$200K Sell
2022
Q2
$694K Buy
2022
Q1
$868K Buy
2021
Q4
$942K Buy
2021
Q3
$692K Sell
2021
Q2
$654K Buy