Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$722K Sell
2025
Q1
$783K Sell
2024
Q4
$2.22M Buy
2024
Q3
$2.02M Buy
2024
Q2
$1.79M Sell
2024
Q1
$1.52M Sell
2023
Q4
$1.78M Sell
2023
Q3
$1.61M Buy
2023
Q2
$1.74M Buy
2023
Q1
$811K Sell
2022
Q4
$643K Buy
2022
Q3
$356K Hold
2022
Q2
$397K Buy
2022
Q1
$444K Sell
2021
Q4
$431K Buy