Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$241K Sell
2024
Q4
$3.36M Buy
2024
Q3
$841K Buy
2024
Q2
Sell
2024
Q1
$1.74M Buy
2023
Q3
Sell
2023
Q2
$260K Buy
2022
Q2
Sell
2022
Q1
$2.64M Buy
2021
Q4
$1.83M Buy
2021
Q3
Sell
2021
Q2
$1.66M Buy
2021
Q1
Sell
2020
Q4
$226K Sell
2020
Q3
$556K Buy