Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$926K Buy
2025
Q1
$339K Sell
2024
Q4
$662K Sell
2024
Q3
$934K Sell
2024
Q2
$819K Hold
2024
Q1
$524K Sell
2023
Q4
$649K Buy
2023
Q3
$199K Buy
2022
Q4
Sell
2022
Q3
$465K Sell
2022
Q2
$1.12M Sell
2022
Q1
$1.24M Sell
2021
Q4
$1.55M Sell
2021
Q3
$2.08M Sell
2021
Q2
$2.59M Buy
2021
Q1
$1.47M Sell
2020
Q4
$1.17M Buy
2020
Q3
$455K Buy