Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
2025
Q1
Sell
2024
Q4
$233K Sell
2024
Q3
$658K Buy
2024
Q2
Sell
2024
Q1
$356K Buy
2023
Q4
$294K Buy
2023
Q3
Sell
2023
Q2
$140K Sell
2023
Q1
$285K Buy
2022
Q3
Sell
2022
Q2
$249K Buy
2022
Q1
$163K Buy
2020
Q3
Sell
2020
Q2
$119K Buy