Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
2025
Q1
Sell
2024
Q4
$1.61M Hold
2024
Q3
$1.4M Sell
2024
Q2
$1.34M Buy
2024
Q1
$1.45M Hold
2023
Q4
$1.35M Buy
2023
Q3
$781K Sell
2023
Q2
$860K Buy
2023
Q1
$760K Sell
2022
Q4
$721K Hold
2022
Q3
$616K Hold
2022
Q2
$683K Buy
2022
Q1
$703K Buy
2021
Q4
$646K Sell
2021
Q3
$676K Buy
2021
Q2
$288K Hold
2021
Q1
$261K Buy
2020
Q4
$248K Buy