Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2025
Q1
$868K Buy
2024
Q4
$692K Buy
2024
Q3
$566K Buy
2024
Q2
$611K Sell
2024
Q1
$578K Sell
2023
Q4
$732K Sell
2023
Q3
$853K Buy
2023
Q2
$777K Buy
2023
Q1
$699K Sell
2022
Q4
$702K Buy
2022
Q3
$587K Buy
2022
Q2
$347K Sell
2022
Q1
$366K Buy