Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$908K Sell
2025
Q1
$1.35M Sell
2024
Q4
$1.33M Buy
2024
Q3
$918K Buy
2024
Q2
$430K Buy
2024
Q1
$211K Buy
2023
Q4
Sell
2023
Q3
$517K Sell
2023
Q2
$592K Hold
2023
Q1
$588K Sell
2022
Q4
$666K Hold
2022
Q3
$591K Buy
2022
Q2
$539K Hold
2022
Q1
$741K Sell
2021
Q4
$953K Hold
2021
Q3
$998K Sell
2021
Q2
$1.45M Buy
2021
Q1
$979K Buy
2020
Q3
Sell
2020
Q2
$398K Sell
2020
Q1
$700K Buy