Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$517K Buy
2024
Q4
$563K Buy
2024
Q3
Sell
2024
Q2
$336K Sell
2024
Q1
$472K Sell
2023
Q4
$563K Buy
2023
Q3
$379K Sell
2023
Q2
$476K Sell
2023
Q1
$361K Sell
2022
Q4
$402K Sell
2022
Q3
$346K Buy
2022
Q2
$268K Buy
2022
Q1
$445K Buy
2021
Q4
$796K Sell
2021
Q3
$948K Buy
2021
Q2
$952K Buy
2021
Q1
$290K Buy
2020
Q4
$236K Buy