Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
2025
Q1
$40K Sell
2024
Q4
$525K Buy
2024
Q3
$636K Sell
2024
Q2
$628K Buy
2024
Q1
$677K Sell
2023
Q4
$1.4M Sell
2023
Q3
$1.57M Buy
2023
Q2
$1.03M Buy
2023
Q1
$371K Buy
2022
Q4
$326K Sell
2022
Q3
$964K Buy
2022
Q2
$801K Buy
2022
Q1
$767K Sell
2021
Q4
$14.5M Buy
2021
Q3
$10.9M Buy
2021
Q2
$6.94M Buy
2021
Q1
Sell
2020
Q4
$14.9M Buy
2020
Q3
$4.65M Buy