Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
2025
Q1
$431K Sell
2024
Q4
$489K Sell
2024
Q3
$794K Sell
2024
Q2
$982K Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.17M Buy
2023
Q3
$969K Sell
2023
Q2
$1.06M Sell
2023
Q1
$1.13M Sell
2022
Q4
$1.08M Buy