Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
2025
Q1
$670K Sell
2024
Q4
$808K Sell
2024
Q3
$764K Buy
2024
Q2
$648K Buy
2024
Q1
$319K Buy
2023
Q4
$357K Sell
2023
Q3
$343K Buy
2023
Q2
$388K Buy
2023
Q1
$327K Hold
2022
Q4
$258K Sell
2022
Q3
$321K Sell
2022
Q2
$324K Sell
2022
Q1
$496K Buy
2021
Q4
$438K Buy
2021
Q3
$316K Sell
2021
Q2
$317K Buy
2021
Q1
$245K Buy
2020
Q4
$260K Buy