Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$897K Sell
2025
Q1
$1.08M Buy
2024
Q4
$290K Sell
2024
Q3
$509K Hold
2024
Q2
$454K Sell
2024
Q1
$10.3M Buy
2023
Q4
$8.7M Sell
2023
Q3
$8.12M Buy
2023
Q2
$1.8M Sell
2023
Q1
$7.72M Buy
2022
Q4
$5.38M Buy
2022
Q3
Sell
2022
Q2
$5.81M Sell
2022
Q1
$9.86M Buy