Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$621K Sell
2025
Q1
$754K Buy
2024
Q4
$446K Sell
2024
Q3
$568K Buy
2024
Q2
$240K Sell
2024
Q1
$274K Sell
2023
Q4
$261K Sell
2023
Q3
$295K Buy
2023
Q2
$304K Sell
2023
Q1
$434K Sell
2022
Q4
$422K Hold
2022
Q3
$376K Sell
2022
Q2
$386K Hold
2022
Q1
$465K Sell
2021
Q4
$480K Sell
2021
Q3
$491K Buy
2021
Q2
$288K Buy