Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Hold
2025
Q1
$977K Hold
2024
Q4
$1.02M Sell
2024
Q3
$1.52M Sell
2024
Q2
$1.96M Sell
2024
Q1
$1.9M Hold
2023
Q4
$1.48M Buy
2023
Q3
$1.05M Hold
2023
Q2
$1.29M Hold
2023
Q1
$1.21M Sell
2022
Q4
$989K Hold
2022
Q3
$752K Buy
2022
Q2
$450K Sell
2022
Q1
$758K Buy
2021
Q4
$560K Buy
2021
Q3
$366K Buy