Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$311K Hold
2024
Q4
$279K Sell
2024
Q3
$515K Sell
2024
Q2
$1.78M Buy
2024
Q1
$1.83M Sell
2023
Q4
$4.27M Buy
2023
Q3
$3.59M Buy
2023
Q2
$3.53M Buy
2023
Q1
$3.01M Buy
2022
Q4
$2.62M Buy
2022
Q3
$2.16M Buy
2022
Q2
$2.27M Sell
2022
Q1
$2.64M Buy
2021
Q4
$857K Buy
2021
Q3
$655K Buy
2021
Q2
$418K Buy
2021
Q1
$397K Buy
2020
Q4
$312K Sell
2020
Q3
$285K Buy