Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
2025
Q1
$238K Buy
2024
Q4
$206K Sell
2024
Q3
$240K Buy
2024
Q2
Sell
2024
Q1
$3.56M Buy
2023
Q4
$3.14M Buy
2023
Q3
$2.64M Buy
2023
Q2
$2.62M Buy
2023
Q1
$2.57M Buy
2021
Q2
Sell
2021
Q1
$260K Sell
2020
Q4
$248K Buy
2020
Q3
$208K Buy