Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$848K Hold
2025
Q1
$1.76M Hold
2024
Q4
$1.83M Sell
2024
Q3
$1.27M Buy
2024
Q2
$1.67M Buy
2024
Q1
$1.82M Buy
2023
Q4
$2.89M Sell
2023
Q3
$2.53M Hold
2023
Q2
$2.57M Buy
2023
Q1
$1.13M Buy
2022
Q4
$1.66M Hold
2022
Q3
$846K Hold
2022
Q2
$545K Hold
2022
Q1
$543K Buy
2021
Q4
$1M Buy