Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
2025
Q1
$1.84M Sell
2024
Q4
$1.96M Buy
2024
Q3
$1.54M Buy
2024
Q2
$928K Sell
2024
Q1
$3.87M Buy
2023
Q4
$1.51M Sell
2023
Q3
$1.46M Sell
2023
Q2
$1.91M Sell
2023
Q1
$1.77M Buy
2022
Q4
$705K Buy
2022
Q3
$621K Buy
2022
Q1
Sell
2021
Q4
$593K Buy
2021
Q3
$254K Sell
2021
Q2
$299K Sell
2021
Q1
$855K Buy
2020
Q4
$224K Buy
2017
Q3
Sell
2017
Q2
$6.03K Buy