Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Sell
2025
Q2
$1.18M Buy
2025
Q1
$654K Buy
2024
Q4
$397K Sell
2024
Q3
$546K Sell
2024
Q2
$3.97M Sell
2024
Q1
$4.45M Sell
2023
Q4
$4.7M Buy
2023
Q3
$697K Buy
2023
Q2
$533K Sell
2023
Q1
$482K Buy
2022
Q4
$455K Buy
2022
Q3
$321K Sell
2022
Q2
$997K Buy
2022
Q1
$1.28M Buy
2021
Q4
$1.29M Buy
2021
Q3
$1.08M Buy
2021
Q2
$456K Hold
2021
Q1
$384K Buy