Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$935K Buy
2024
Q4
$650K Buy
2024
Q3
$595K Buy
2024
Q2
Sell
2024
Q1
$128K Sell
2023
Q4
$397K Buy
2021
Q3
Sell
2021
Q2
$101K Buy
2021
Q1
$112K Buy