Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.24M Hold
2025
Q1
$1.3M Hold
2024
Q4
$1.36M Buy
2024
Q3
$994K Sell
2024
Q2
$986K Buy
2024
Q1
$534K Sell
2023
Q4
$619K Sell
2023
Q3
$1.28M Sell
2023
Q2
$1.48M Hold
2023
Q1
$1.64M Buy
2022
Q4
$1.86M Hold
2022
Q3
$1.59M Hold
2022
Q2
$1.9M Sell
2022
Q1
$2.41M Sell
2021
Q4
$3.84M Hold
2021
Q3
$2.8M Hold
2021
Q2
$2.54M Buy
2021
Q1
$543K Buy