Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
2025
Q1
$323K Sell
2024
Q4
$903K Buy
2024
Q2
Sell
2024
Q1
$256K Buy
2023
Q2
Sell
2023
Q1
$2.2M Buy
2022
Q4
$657K Buy
2021
Q4
Sell
2021
Q3
$516K Sell
2021
Q2
$575K Buy
2020
Q3
Sell
2020
Q2
$184K Buy
2020
Q1
$54K Buy