Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$704K Sell
2025
Q1
$669K Buy
2024
Q4
$531K Buy
2024
Q3
$365K Buy
2024
Q2
$255K Buy
2024
Q1
$334K Sell
2023
Q4
$359K Sell
2023
Q3
$495K Sell
2023
Q2
$1.34M Buy
2023
Q1
$930K Buy
2022
Q4
$921K Sell
2022
Q3
$1.2M Buy
2022
Q2
$906K Sell
2022
Q1
$1.54M Buy
2021
Q4
$1.72M Sell
2021
Q3
$2.07M Buy
2021
Q2
$1.48M Sell
2021
Q1
$1.51M Buy
2020
Q4
$1.81M Sell
2020
Q3
$1.28M Buy
2020
Q2
$1.25M Sell
2020
Q1
$830K Buy