Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$729K Buy
2025
Q1
$820K Sell
2024
Q4
$834K Buy
2024
Q3
$733K Sell
2024
Q2
$828K Sell
2024
Q1
$925K Sell
2023
Q4
$795K Buy
2023
Q3
$673K Buy
2023
Q2
$273K Sell
2023
Q1
$408K Buy