Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
2025
Q1
$200K Sell
2024
Q4
$326K Buy
2024
Q2
Sell
2024
Q1
$1.68M Sell
2023
Q4
$1.41M Sell
2023
Q3
$935K Buy
2023
Q2
$1.36M Buy
2023
Q1
$1.56M Buy
2022
Q4
$1.43M Sell
2022
Q3
$1.58M Sell
2022
Q2
$1.54M Sell
2022
Q1
$1.01M Buy
2021
Q4
$784K Buy