Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
2025
Q1
$322K Sell
2024
Q4
$433K Sell
2024
Q3
$601K Sell
2024
Q2
$586K Sell
2024
Q1
$710K Buy
2023
Q4
$528K Buy
2023
Q3
$355K Sell
2023
Q2
$497K Sell
2023
Q1
$731K Buy
2022
Q4
$445K Sell
2022
Q3
$493K Buy
2022
Q2
$388K Sell
2022
Q1
$765K Buy
2021
Q4
$544K Buy
2021
Q3
$525K Buy
2021
Q2
$508K Buy
2021
Q1
$384K Buy
2020
Q4
$338K Buy
2020
Q3
$264K Buy