Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$925K Sell
2025
Q1
$748K Buy
2024
Q4
$579K Buy
2024
Q3
$770K Buy
2024
Q2
$642K Buy
2024
Q1
$692K Buy
2023
Q4
$523K Sell
2023
Q3
$393K Buy
2023
Q2
$345K Sell
2023
Q1
$266K Buy
2022
Q4
Sell
2022
Q3
$222K Buy