Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$667K Sell
2025
Q1
$619K Buy
2024
Q4
$609K Sell
2024
Q3
$652K Sell
2024
Q2
$777K Buy
2024
Q1
$810K Buy
2023
Q4
$743K Sell
2023
Q3
$760K Sell
2023
Q2
$928K Buy
2023
Q1
$771K Sell
2022
Q4
$957K Sell
2022
Q3
$947K Sell
2022
Q2
$1.3M Buy
2022
Q1
$1.51M Sell
2021
Q4
$1.9M Buy
2021
Q3
$1.62M Buy
2021
Q2
$1.03M Sell
2021
Q1
$875K Buy