Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
2025
Q1
$389K Buy
2024
Q4
$490K Sell
2024
Q3
$871K Buy
2024
Q2
$1.17M Sell
2024
Q1
$917K Buy
2023
Q4
$1.04M Sell
2023
Q3
$1.55M Sell
2023
Q2
$1.88M Sell
2023
Q1
$1.46M Sell
2022
Q4
$1.02M Hold
2022
Q3
$780K Hold
2022
Q2
$706K Buy
2022
Q1
$856K Buy
2021
Q4
$819K Buy
2021
Q3
$367K Sell
2021
Q2
$323K Sell
2021
Q1
$390K Buy