Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
2025
Q1
$2.15M Buy
2024
Q4
$125K Sell
2024
Q3
$407K Buy
2024
Q2
$345K Sell
2024
Q1
$464K Buy
2023
Q4
$143K Buy
2023
Q3
Sell
2023
Q2
$193K Sell
2023
Q1
$661K Buy
2022
Q3
Sell
2022
Q2
$79K Buy
2022
Q1
Sell
2021
Q4
$172K Buy
2021
Q3
Sell
2021
Q2
$291K Buy