Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
2025
Q1
$1.6M Buy
2024
Q4
$1.67M Buy
2024
Q3
$1.93M Sell
2024
Q2
$2.09M Buy
2024
Q1
$1.51M Buy
2023
Q4
$1.42M Buy
2023
Q3
$999K Buy
2023
Q2
$931K Sell
2023
Q1
$741K Buy
2022
Q4
$487K Sell
2022
Q3
$461K Buy
2022
Q2
$506K Sell
2022
Q1
$721K Buy
2021
Q4
$501K Buy
2021
Q3
$280K Hold
2021
Q2
$285K Buy