Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Buy
2025
Q1
$337K Buy
2024
Q4
$417K Sell
2024
Q3
$391K Sell
2024
Q2
$376K Buy
2022
Q4
Sell
2022
Q3
$368K Buy
2022
Q2
$311K Sell
2022
Q1
$518K Sell
2021
Q4
$948K Buy
2021
Q3
$1.24M Buy
2021
Q2
$1.25M Buy
2021
Q1
$1.03M Buy
2020
Q4
$704K Sell
2020
Q3
$604K Buy
2020
Q2
$424K Buy
2020
Q1
$229K Buy
2019
Q4
$223K Buy