Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$715K Hold
2025
Q1
$685K Sell
2024
Q4
$849K Sell
2024
Q3
$882K Hold
2024
Q2
$713K Hold
2024
Q1
$820K Sell
2023
Q4
$673K Hold
2023
Q3
$533K Hold
2023
Q2
$542K Hold
2023
Q1
$495K Buy
2022
Q4
$345K Hold
2022
Q3
$280K Hold
2022
Q2
$302K Sell
2022
Q1
$462K Sell
2021
Q4
$631K Hold
2021
Q3
$559K Sell
2021
Q2
$1.05M Buy