Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$899K Sell
2025
Q1
$943K Sell
2024
Q4
$1.25M Buy
2024
Q3
$1.27M Buy
2024
Q2
$794K Sell
2024
Q1
$746K Sell
2023
Q4
$760K Buy
2023
Q3
$642K Buy
2023
Q2
$746K Sell
2023
Q1
$1.01M Buy
2022
Q4
$1.07M Buy
2022
Q3
$718K Sell
2022
Q2
$1.01M Buy
2022
Q1
$1.81M Sell
2021
Q4
$1.24M Buy