Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$787K Sell
2025
Q1
$1.81M Sell
2024
Q4
$2.12M Buy
2024
Q3
$2.47M Sell
2024
Q2
$2.68M Buy
2024
Q1
$2.32M Buy
2023
Q4
$2.54M Buy
2023
Q3
$2.06M Buy
2023
Q2
$1.55M Sell
2023
Q1
$1.23M Buy
2022
Q4
$680K Buy
2022
Q3
$525K Buy
2022
Q2
$690K Buy
2022
Q1
$710K Buy
2021
Q4
$443K Sell
2021
Q3
$844K Buy
2021
Q2
$786K Sell
2021
Q1
$1.16M Buy
2020
Q4
$398K Sell
2020
Q3
$1.25M Buy
2020
Q2
$331K Buy
2019
Q4
$251K Buy