Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
2025
Q1
$435K Sell
2024
Q4
$781K Buy
2024
Q3
$424K Buy
2024
Q2
$1.32M Sell
2024
Q1
$2.78M Sell
2023
Q4
$4.97M Sell
2023
Q3
$5.56M Buy
2023
Q2
$7.43M Buy
2023
Q1
$7.14M Sell
2022
Q4
$11.3M Buy
2022
Q3
$16.8M Buy
2022
Q2
$8.97M Buy
2022
Q1
$11.5M Sell
2021
Q4
$20.2M Buy
2021
Q3
$13.6M Sell
2021
Q2
$25.7M Buy