Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Buy
2025
Q1
$463K Hold
2024
Q4
$897K Buy
2024
Q3
$155K Hold
2024
Q2
$96.8K Sell
2024
Q1
$556K Sell
2023
Q4
$978K Buy
2023
Q3
$1.08M Buy
2023
Q2
$2.03M Buy
2023
Q1
$465K Buy
2022
Q4
$445K Buy
2022
Q3
$230K Buy
2022
Q2
$103K Sell
2022
Q1
$691K Buy
2021
Q4
$1.03M Buy
2021
Q3
$1.41M Buy