Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$174K Buy
2024
Q4
$161K Sell
2024
Q3
$316K Buy
2024
Q2
$533K Sell
2024
Q1
$585K Sell
2023
Q4
$833K Sell
2023
Q3
$2.15M Buy
2023
Q2
$2.08M Buy
2023
Q1
$2.6M Sell
2022
Q4
$3.19M Buy
2022
Q3
$2.04M Sell
2022
Q2
$2.61M Buy
2022
Q1
$3.13M Buy
2021
Q4
$4.43M Buy
2021
Q3
$6.57M Sell
2021
Q2
$4.04M Buy
2021
Q1
$673K Buy