Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$745K Buy
2025
Q1
$677K Buy
2024
Q4
$706K Sell
2024
Q3
$843K Sell
2024
Q2
$1.14M Sell
2024
Q1
$1.35M Buy
2023
Q4
$659K Sell
2023
Q3
$526K Sell
2023
Q2
$573K Buy
2023
Q1
$463K Buy
2022
Q4
$364K Buy