Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$738K Sell
2025
Q1
$820K Sell
2024
Q4
$759K Sell
2024
Q3
$970K Buy
2024
Q2
$1.13M Sell
2024
Q1
$1.67M Buy
2023
Q4
$1.67M Sell
2023
Q3
$1.34M Sell
2023
Q2
$1.3M Buy
2023
Q1
$1.2M Sell
2022
Q4
$1.17M Buy
2022
Q3
$1.32M Hold
2022
Q2
$1.32M Buy
2021
Q4
$1.74M Sell
2021
Q3
$3.99M Sell
2021
Q2
$5.08M Buy
2021
Q1
$5.6M Buy