Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
2025
Q1
$1.24M Sell
2024
Q4
$1.3M Sell
2024
Q3
$1.71M Sell
2024
Q2
$1.66M Buy
2024
Q1
$1.4M Buy
2023
Q4
$540K Sell
2023
Q3
$557K Buy
2023
Q2
$303K Buy
2023
Q1
$263K Buy
2022
Q4
$202K Buy
2022
Q2
Sell
2022
Q1
$177K Buy
2021
Q4
Sell
2021
Q3
$155K Buy