Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
2024
Q3
Sell
2024
Q2
$212K Sell
2024
Q1
$347K Sell
2023
Q4
$556K Buy
2023
Q3
$365K Buy
2023
Q2
$304K Buy
2023
Q1
$261K Buy
2022
Q4
$208K Buy
2022
Q2
Sell
2022
Q1
$268K Buy
2021
Q4
$312K Buy
2016
Q2
Sell
2016
Q1
$210K Buy