Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$793K Sell
2025
Q1
$666K Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.15M Buy
2024
Q2
$973K Hold
2024
Q1
$1.24M Hold
2023
Q4
$986K Hold
2023
Q3
$607K Sell
2023
Q2
$1.52M Buy
2023
Q1
$1.07M Hold
2022
Q4
$1.17M Buy
2021
Q3
Sell
2021
Q2
$372K Buy