Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2025
Q1
$235K Buy
2024
Q4
$202K Sell
2024
Q3
$118K Sell
2024
Q2
$137K Sell
2024
Q1
$173K Buy
2023
Q4
$172K Sell
2023
Q3
$182K Buy
2023
Q2
$208K Sell
2023
Q1
$301K Sell
2022
Q4
$347K Sell
2022
Q3
$346K Buy
2022
Q2
$624K Buy
2022
Q1
$801K Buy
2021
Q4
$922K Buy
2021
Q3
$1.49M Buy
2021
Q2
$1.73M Sell
2021
Q1
$2.21M Buy
2020
Q4
$688K Sell
2020
Q3
$4.84M Sell
2020
Q2
$14.9M Buy