Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
2025
Q1
$787K Buy
2024
Q4
$630K Sell
2024
Q3
$819K Buy
2024
Q2
$592K Sell
2024
Q1
$1.04M Buy
2023
Q4
$428K Sell
2023
Q3
$518K Buy
2023
Q2
$590K Buy
2023
Q1
$510K Sell
2022
Q4
$606K Buy
2022
Q3
$333K Buy
2022
Q2
$283K Buy
2022
Q1
$291K Buy
2021
Q4
$207K Buy