Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
2025
Q1
$1.29M Buy
2024
Q4
$873K Buy
2024
Q3
$878K Sell
2024
Q2
$1.37M Buy
2024
Q1
$1.53M Sell
2023
Q4
$1.54M Buy
2023
Q3
$955K Sell
2023
Q2
$1.42M Sell
2023
Q1
$1.56M Buy
2022
Q4
$1.08M Sell
2022
Q3
$798K Sell
2022
Q2
$829K Sell
2022
Q1
$1.7M Buy
2021
Q4
$1.28M Buy
2021
Q3
$1.23M Buy
2021
Q2
$1.19M Buy
2021
Q1
$1.12M Sell
2020
Q4
$860K Buy
2020
Q3
$568K Buy
2020
Q2
$301K Buy