Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$882K Sell
2025
Q1
$868K Sell
2024
Q4
$1.44M Sell
2024
Q3
$1.48M Buy
2024
Q2
$1.22M Buy
2024
Q1
$1.44M Buy
2023
Q4
$1.21M Sell
2023
Q3
$1.2M Buy
2023
Q2
$1.02M Buy
2023
Q1
$824K Buy
2022
Q4
$653K Buy
2022
Q3
$806K Buy
2022
Q2
$488K Sell
2022
Q1
$650K Buy
2021
Q4
$864K Sell
2021
Q3
$1.17M Sell
2021
Q2
$1.05M Sell
2021
Q1
$1.21M Sell
2020
Q4
$1.36M Buy
2020
Q3
$851K Buy