Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2025
Q1
$559K Buy
2024
Q4
$676K Buy
2024
Q3
$647K Sell
2024
Q2
$864K Buy
2024
Q1
$1.37M Buy
2023
Q4
$1.08M Sell
2023
Q3
$767K Buy
2023
Q2
$715K Buy
2023
Q1
$285K Sell
2022
Q4
$217K Buy
2022
Q3
$136K Buy
2022
Q2
$183K Buy