Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
2025
Q1
$336K Buy
2024
Q4
$308K Sell
2024
Q3
$290K Sell
2024
Q2
$469K Sell
2024
Q1
$1.07M Sell
2023
Q4
$2.21M Buy
2023
Q3
$2.14M Sell
2023
Q2
$2.24M Buy
2023
Q1
$1.91M Buy
2022
Q4
$1.18M Buy
2022
Q3
$970K Sell
2022
Q2
$1.63M Buy
2022
Q1
$1.78M Buy
2021
Q4
$1.99M Buy
2021
Q3
$275K Sell
2021
Q2
$341K Buy
2021
Q1
$332K Sell
2020
Q4
$314K Sell
2020
Q3
$594K Buy
2020
Q2
$578K Buy