Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2025
Q1
$718K Hold
2024
Q4
$767K Hold
2024
Q3
$728K Sell
2024
Q2
$2.18M Buy
2024
Q1
$958K Sell
2023
Q4
$5.49M Sell
2023
Q3
$6.3M Buy
2023
Q2
$4.24M Buy
2023
Q1
$3.16M Sell
2022
Q4
$4.35M Buy
2022
Q3
$765K Buy
2022
Q2
$678K Sell
2022
Q1
$763K Buy
2020
Q1
Sell
2019
Q4
$982K Sell
2019
Q3
$1.24M Buy
2019
Q2
$301K Sell
2019
Q1
$782K Sell
2018
Q4
$701K Buy
2018
Q3
$801K Buy