Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$677K Buy
2024
Q4
$509K Sell
2024
Q3
$1.34M Buy
2023
Q4
Sell
2023
Q3
$8.42M Buy
2023
Q2
$922K Sell
2023
Q1
$983K Buy
2022
Q4
$539K Buy
2022
Q3
$411K Buy
2022
Q1
Sell
2021
Q4
$362K Buy
2021
Q1
Sell
2020
Q4
$326K Sell
2020
Q3
$414K Buy