Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
2025
Q1
$811K Buy
2024
Q4
$298K Buy
2024
Q3
$313K Buy
2024
Q2
$247K Sell
2024
Q1
$401K Buy
2023
Q4
$355K Buy
2023
Q3
$317K Buy
2023
Q2
$336K Sell
2023
Q1
$310K Buy
2022
Q4
$234K Buy
2020
Q3
Sell
2020
Q2
$174K Buy