Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Sell
2025
Q1
$1.35M Sell
2024
Q4
$1.6M Hold
2024
Q3
$1.33M Buy
2024
Q2
$859K Buy
2024
Q1
$536K Sell
2023
Q4
$573K Buy
2023
Q3
$546K Buy
2023
Q2
Sell
2023
Q1
$189K Buy