Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
2025
Q1
$472K Buy
2024
Q4
$562K Buy
2024
Q3
$359K Buy
2024
Q2
$256K Buy
2024
Q1
$228K Buy
2023
Q4
$199K Sell
2023
Q3
$444K Sell
2023
Q2
$590K Buy
2023
Q1
$129K Buy
2022
Q4
$24.7K Sell
2022
Q3
$51K Sell
2022
Q2
$76K Sell
2022
Q1
$611K Buy
2021
Q4
$677K Sell
2021
Q3
$4.09M Sell
2021
Q2
$77.2M Buy