Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$788K Sell
2025
Q1
$723K Sell
2024
Q4
$992K Buy
2024
Q3
$998K Buy
2024
Q2
$911K Sell
2024
Q1
$1.52M Buy
2023
Q4
$1.09M Sell
2023
Q3
$1.07M Buy
2023
Q2
$995K Sell
2023
Q1
$1.22M Buy
2022
Q4
$1.25M Buy
2022
Q3
$785K Buy
2022
Q2
$792K Buy
2022
Q1
$1.08M Sell
2021
Q4
$857K Sell
2021
Q3
$920K Sell
2021
Q2
$1.03M Buy
2021
Q1
$933K Buy
2020
Q4
$666K Sell
2020
Q3
$482K Buy
2020
Q2
$311K Buy