Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
2025
Q1
$225K Buy
2024
Q4
$196K Sell
2024
Q3
$289K Buy
2024
Q2
$316K Buy
2024
Q1
$97.1K Sell
2023
Q4
$169K Sell
2023
Q3
$252K Sell
2023
Q2
$313K Buy
2023
Q1
Sell
2022
Q4
$269K Buy
2022
Q3
$190K Buy
2022
Q2
$101K Buy
2022
Q1
$73K Sell
2021
Q4
$113K Sell
2021
Q3
$121K Buy
2021
Q2
$92K Sell
2021
Q1
$111K Buy