Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
2025
Q1
$2.05M Sell
2024
Q4
$3.82M Sell
2024
Q3
$14.8M Sell
2024
Q2
$8.9M Buy
2024
Q1
$1.44M Sell
2023
Q4
$2.48M Buy
2023
Q3
$1.08M Buy
2023
Q2
$1.35M Buy
2021
Q2
Sell
2021
Q1
$608K Sell
2020
Q4
$646K Buy
2020
Q3
$519K Buy
2020
Q2
$481K Buy