Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.52M Buy
2024
Q4
$2.13M Sell
2024
Q3
$2.14M Hold
2024
Q2
$1.55M Buy
2024
Q1
$778K Sell
2023
Q4
$2.56M Buy
2023
Q3
$1.85M Hold
2023
Q2
$1.91M Hold
2023
Q1
$2.3M Buy
2022
Q1
Sell
2021
Q4
$4.68M Sell
2021
Q3
$3.94M Sell
2021
Q2
$3.06M Buy
2021
Q1
$369K Buy