Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.46M Buy
2024
Q4
$314K Buy
2024
Q3
Sell
2024
Q2
$451K Buy
2024
Q1
Sell
2023
Q4
$2.12M Buy
2023
Q3
$1.66M Sell
2023
Q2
$2.36M Buy
2023
Q1
$1.95M Buy
2022
Q4
$234K Sell
2022
Q3
$1.39M Buy
2022
Q2
$840K Buy
2022
Q1
Sell
2021
Q4
$551K Buy
2021
Q3
$433K Sell
2021
Q2
$545K Buy
2019
Q3
Sell
2019
Q2
$1.08M Buy