Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
2025
Q1
$299K Sell
2024
Q4
$377K Buy
2024
Q3
$327K Buy
2024
Q2
$296K Sell
2024
Q1
$1.89M Buy
2023
Q4
$1.04M Buy
2023
Q3
$928K Sell
2023
Q2
$1.06M Buy
2023
Q1
$288K Buy
2022
Q4
$221K Buy
2022
Q3
$235K Buy
2022
Q2
$232K Buy
2022
Q1
$293K Sell
2021
Q4
$333K Buy