Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
2025
Q1
$485K Buy
2024
Q4
$653K Buy
2024
Q3
$568K Buy
2024
Q2
$603K Sell
2024
Q1
$681K Sell
2023
Q4
$697K Buy
2023
Q3
$379K Sell
2023
Q2
$537K Sell
2023
Q1
$631K Buy
2022
Q4
$743K Buy
2022
Q3
$499K Sell
2022
Q2
$622K Sell
2022
Q1
$1.08M Sell
2021
Q4
$1.21M Buy
2021
Q3
$345K Sell
2021
Q2
$329K Buy
2020
Q3
Sell
2020
Q2
$99K Buy