Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
2024
Q3
Sell
2024
Q2
$870K Buy
2024
Q1
$393K Buy
2023
Q2
Sell
2023
Q1
$702K Sell
2022
Q4
$2.14M Sell
2022
Q3
$2.5M Buy
2022
Q2
$1.05M Buy
2022
Q1
Sell
2021
Q4
$1.13M Buy
2021
Q2
Sell
2021
Q1
$1.05M Buy
2020
Q4
Sell
2020
Q3
$282K Buy
2020
Q1
Sell
2019
Q4
$2.61M Buy