Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$851K Buy
2024
Q4
$424K Sell
2024
Q3
$806K Sell
2024
Q2
$1.89M Buy
2023
Q3
Sell
2023
Q2
$329K Buy
2023
Q1
$293K Buy
2022
Q4
$225K Sell
2022
Q3
$352K Sell
2022
Q2
$394K Buy