Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
2025
Q1
$1.52M Sell
2024
Q4
$1.86M Sell
2024
Q3
$3.31M Sell
2024
Q2
$4.29M Buy
2024
Q1
$3.69M Buy
2023
Q4
$3.57M Buy
2023
Q3
$3.31M Buy
2023
Q2
$4.26M Buy
2023
Q1
$3.59M Buy
2022
Q4
$3.29M Buy
2022
Q3
$2.61M Buy
2022
Q2
$455K Buy
2022
Q1
$640K Buy