Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$979K Sell
2025
Q1
$1.09M Sell
2024
Q4
$977K Sell
2024
Q3
$1.23M Buy
2024
Q2
$1.14M Buy
2024
Q1
$1.13M Sell
2023
Q4
$1.37M Sell
2023
Q3
$1.56M Sell
2023
Q2
$1.6M Buy
2023
Q1
$1.53M Buy
2022
Q4
$1.21M Sell
2022
Q3
$1.26M Sell
2022
Q2
$1.42M Sell
2022
Q1
$1.86M Sell
2021
Q4
$2.15M Buy
2021
Q3
$2.05M Buy
2021
Q2
$1.51M Sell
2021
Q1
$1.53M Sell
2020
Q4
$1.3M Buy
2020
Q3
Sell
2020
Q2
$651K Buy