Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.45M Buy
2025
Q1
$569K Hold
2024
Q4
$486K Buy
2024
Q3
$368K Sell
2024
Q2
$1.3M Buy
2024
Q1
$450K Hold
2023
Q4
$451K Buy
2023
Q3
Sell
2023
Q2
$304K Buy
2023
Q1
$172K Hold
2022
Q4
$183K Hold
2022
Q3
$160K Buy
2022
Q2
$188K Buy
2022
Q1
$120K Buy
2021
Q4
$118K Sell
2021
Q3
$132K Sell
2021
Q2
$162K Buy