Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
2025
Q1
$685K Buy
2024
Q4
$859K Buy
2024
Q3
$976K Sell
2024
Q2
$960K Buy
2024
Q1
$1.12M Sell
2023
Q4
$905K Sell
2023
Q3
$858K Sell
2023
Q2
$1.03M Sell
2023
Q1
$1.35M Sell
2022
Q4
$1.24M Sell
2022
Q3
$1.39M Sell
2022
Q2
$1.35M Buy
2022
Q1
$1.78M Buy
2021
Q4
$1.78M Buy
2021
Q3
$940K Sell
2021
Q2
$1.03M Sell
2021
Q1
$1.12M Buy
2020
Q4
$693K Sell
2020
Q3
$1.39M Sell
2020
Q2
$1.38M Buy
2020
Q1
$1.03M Buy
2019
Q4
$969K Buy