Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
2025
Q1
$1.01M Buy
2024
Q4
$1.31M Sell
2024
Q3
$1.21M Buy
2024
Q2
$881K Buy
2024
Q1
$934K Buy
2023
Q4
$696K Sell
2023
Q3
$915K Buy
2023
Q2
$700K Buy
2023
Q1
$755K Buy
2022
Q4
$458K Sell
2022
Q3
$681K Buy
2022
Q2
$373K Sell
2022
Q1
$621K Buy
2021
Q4
$935K Buy
2021
Q3
$1.18M Sell
2021
Q2
$1.36M Buy
2021
Q1
$1.12M Buy