Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$384K Buy
2024
Q4
Sell
2024
Q3
$2M Sell
2024
Q2
$2.56M Buy
2024
Q1
$2.79M Buy
2023
Q4
$2.15M Sell
2023
Q3
$1.95M Buy
2023
Q2
$1.55M Sell
2023
Q1
$2.2M Buy
2022
Q4
$1.84M Buy
2022
Q3
$1.53M Buy
2022
Q2
$587K Sell
2022
Q1
$671K Sell
2021
Q4
$840K Buy
2021
Q3
$542K Buy
2021
Q2
$460K Buy
2021
Q1
$349K Buy