Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2025
Q1
$1.83M Buy
2024
Q4
Sell
2024
Q3
$1.16M Sell
2024
Q2
$5.23M Buy
2024
Q1
$3.32M Buy
2023
Q4
$312K Sell
2023
Q3
$790K Buy
2023
Q2
$519K Buy
2023
Q1
Sell
2022
Q4
$463K Buy
2021
Q4
Sell
2021
Q3
$1.01M Buy
2017
Q4
Sell
2017
Q3
$341K Buy