Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.28M Buy
2025
Q1
$634K Sell
2024
Q4
$1.87M Buy
2024
Q3
$1.7M Sell
2024
Q2
$1.69M Buy
2024
Q1
$1.01M Buy
2023
Q4
$863K Sell
2023
Q3
$813K Buy
2023
Q2
$773K Buy
2023
Q1
$781K Buy
2022
Q4
$665K Sell
2022
Q3
$857K Buy
2022
Q2
$357K Buy
2022
Q1
$323K Buy
2021
Q4
$338K Buy
2021
Q3
$281K Buy
2021
Q2
$262K Buy
2021
Q1
$204K Buy