Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2025
Q1
$812K Sell
2024
Q4
$833K Sell
2024
Q3
$850K Buy
2024
Q2
$581K Sell
2024
Q1
$3.94M Sell
2023
Q4
$3.38M Buy
2023
Q3
$2.86M Sell
2023
Q2
$2.85M Buy
2023
Q1
$2.78M Sell
2022
Q4
$3.29M Buy
2022
Q3
$1.97M Buy
2022
Q2
$2.26M Buy
2022
Q1
$2.06M Buy
2021
Q4
$1.53M Buy
2021
Q3
$469K Buy
2021
Q2
$380K Hold
2021
Q1
$384K Buy