Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
2025
Q1
$1.06M Sell
2024
Q4
$1M Buy
2024
Q3
$1.2M Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.11M Sell
2023
Q4
$966K Buy
2023
Q3
$766K Buy
2023
Q2
$767K Buy
2023
Q1
$603K Sell
2022
Q4
$577K Buy
2022
Q3
$458K Buy
2022
Q2
$453K Buy
2022
Q1
$493K Buy
2021
Q4
$521K Buy
2021
Q3
$401K Buy
2021
Q2
$325K Buy