Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
2025
Q1
$755K Buy
2024
Q4
$942K Buy
2024
Q3
$135K Buy
2024
Q2
$88.9K Buy
2024
Q1
$37.1K Buy
2023
Q3
Sell
2023
Q2
$31.4K Sell
2023
Q1
$65.6K Sell
2022
Q4
$95.6K Sell
2022
Q3
$797K Buy
2022
Q2
$516K Buy
2022
Q1
Sell
2021
Q4
$4.87M Buy
2021
Q3
$1.5M Sell
2021
Q2
$13.6M Hold
2021
Q1
$13.6M Buy