Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
2025
Q1
$471K Buy
2024
Q4
$383K Buy
2024
Q3
$230K Sell
2024
Q2
$222K Sell
2024
Q1
$321K Buy
2023
Q4
$223K Buy
2023
Q3
$176K Sell
2023
Q2
$230K Buy
2023
Q1
$122K Buy
2022
Q4
$44.9K Buy
2022
Q3
$39K Sell
2022
Q2
$41K Sell
2022
Q1
$72K Sell
2021
Q4
$89K Buy
2021
Q3
$75K Sell
2021
Q2
$144K Buy
2021
Q1
$12K Buy