Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$797K Sell
2025
Q1
$4.03M Sell
2024
Q4
$3.44M Sell
2024
Q3
$3.55M Buy
2024
Q2
$1.54M Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.54M Buy
2023
Q3
$335K Sell
2023
Q2
$396K Buy
2023
Q1
$367K Buy
2022
Q4
$356K Buy
2022
Q3
$307K Sell
2022
Q2
$345K Buy
2022
Q1
$312K Sell
2021
Q4
$365K Buy
2021
Q3
$321K Buy
2021
Q2
Sell
2021
Q1
$206K Buy
2019
Q2
Sell
2019
Q1
$288K Buy