Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Hold
2025
Q1
$775K Sell
2024
Q4
$710K Sell
2024
Q3
$1.75M Sell
2024
Q2
$1.84M Buy
2024
Q1
$1.88M Buy
2023
Q4
$1.59M Sell
2023
Q3
$1.41M Sell
2023
Q2
$1.46M Buy
2023
Q1
$1.36M Buy
2022
Q4
$1.21M Hold
2022
Q3
$1.03M Buy
2022
Q2
$43K Hold
2022
Q1
$48K Buy
2021
Q4
$20K Buy