Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$7.23M Buy
2024
Q4
$268K Sell
2024
Q3
$300K Sell
2024
Q2
$780K Sell
2024
Q1
$3.16M Buy
2023
Q4
$2.04M Buy
2023
Q3
$1.75M Buy
2023
Q2
$1.11M Buy
2023
Q1
Sell
2022
Q4
$443K Sell
2022
Q3
$720K Buy
2022
Q2
$579K Buy
2021
Q4
Sell
2021
Q3
$214K Buy