Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$817K Sell
2025
Q1
$1.02M Buy
2024
Q4
$840K Buy
2024
Q3
$710K Sell
2024
Q2
$586K Sell
2024
Q1
$803K Sell
2023
Q4
$928K Sell
2023
Q3
$977K Sell
2023
Q2
$1.02M Sell
2023
Q1
$1.49M Sell
2022
Q4
$1.5M Buy
2022
Q3
$1.3M Sell
2022
Q2
$1.27M Buy
2022
Q1
$869K Sell
2021
Q4
$1.08M Sell
2021
Q3
$982K Sell
2021
Q2
$982K Buy
2021
Q1
$339K Buy
2020
Q4
$327K Sell
2020
Q3
$311K Buy
2020
Q2
$286K Buy