Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$818K Sell
2025
Q1
$771K Buy
2024
Q4
$823K Sell
2024
Q3
$701K Buy
2024
Q2
$722K Buy
2024
Q1
$631K Sell
2023
Q4
$548K Hold
2023
Q3
$459K Sell
2023
Q2
$481K Buy
2023
Q1
$362K Buy
2022
Q4
$273K Buy