Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
2025
Q1
$1.22M Hold
2024
Q4
$1.37M Hold
2024
Q3
$1.28M Sell
2024
Q2
$1.18M Buy
2024
Q1
$942K Hold
2023
Q4
$1.02M Buy
2023
Q3
$383K Sell
2023
Q2
$909K Hold
2023
Q1
$771K Hold
2022
Q4
$612K Sell
2022
Q3
$672K Sell
2022
Q2
$714K Hold
2022
Q1
$908K Buy
2021
Q4
$856K Buy