Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$743K Buy
2025
Q1
$681K Sell
2024
Q4
$613K Sell
2024
Q3
$639K Sell
2024
Q2
$555K Sell
2024
Q1
$602K Buy
2023
Q4
$551K Buy
2023
Q3
$250K Sell
2023
Q2
$321K Sell
2023
Q1
$490K Sell
2022
Q4
$539K Sell
2022
Q3
$568K Buy
2022
Q2
$605K Buy
2022
Q1
$620K Sell
2021
Q4
$624K Sell
2021
Q3
$564K Buy
2021
Q2
$529K Buy
2021
Q1
$449K Buy