Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
2024
Q4
Sell
2024
Q3
$514K Buy
2024
Q2
$345K Sell
2024
Q1
$1.47M Sell
2023
Q4
$1.97M Sell
2023
Q3
$1.94M Buy
2021
Q4
Sell
2021
Q3
$723K Sell
2021
Q2
$1.51M Sell
2021
Q1
$1.61M Buy
2020
Q4
$976K Buy