Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
2025
Q1
$458K Sell
2024
Q4
$631K Buy
2024
Q3
$697K Sell
2024
Q2
$816K Buy
2024
Q1
$692K Buy
2023
Q4
$721K Buy
2023
Q3
$381K Buy
2023
Q2
$445K Buy
2023
Q1
$252K Sell
2022
Q4
$656K Buy
2022
Q3
$679K Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.19M Buy