Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$240K Buy
2024
Q4
$290K Sell
2024
Q3
$1.91M Sell
2024
Q2
$1.94M Buy
2024
Q1
$1.91M Buy
2023
Q4
$1.24M Buy
2023
Q3
$746K Buy
2022
Q4
Sell
2022
Q3
$234K Sell
2022
Q2
$352K Sell
2022
Q1
$548K Buy
2021
Q4
$562K Buy
2021
Q3
$467K Buy