Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2025
Q1
$483K Sell
2024
Q4
$546K Sell
2024
Q3
$415K Sell
2024
Q2
$378K Sell
2024
Q1
$425K Sell
2023
Q4
$437K Sell
2023
Q3
$408K Sell
2023
Q2
$657K Buy
2023
Q1
$694K Hold
2022
Q4
$694K Sell
2022
Q3
$691K Sell
2022
Q2
$772K Sell
2022
Q1
$1.5M Sell
2021
Q4
$3.41M Buy
2021
Q3
$3.93M Buy