Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
2025
Q1
$530K Buy
2024
Q4
$404K Buy
2024
Q3
$238K Hold
2024
Q2
$207K Hold
2024
Q1
$190K Buy
2023
Q4
Sell
2023
Q3
$168K Sell
2023
Q2
$190K Sell
2023
Q1
$256K Sell
2022
Q4
$252K Sell
2022
Q3
$217K Sell
2022
Q2
$298K Sell
2022
Q1
$329K Sell
2021
Q4
$388K Buy
2021
Q3
$424K Buy
2021
Q1
$380K Buy