Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.44M Buy
2024
Q3
Sell
2024
Q2
$295K Sell
2024
Q1
$632K Buy
2023
Q4
$311K Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2019
Q3
Sell
2019
Q2
$8K Sell
2019
Q1
$89K Buy