Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
2025
Q1
Sell
2024
Q4
$990K Buy
2024
Q3
$391K Buy
2024
Q2
$324K Buy
2024
Q1
$253K Sell
2023
Q4
$765K Sell
2023
Q3
$922K Buy
2023
Q2
$691K Sell
2023
Q1
$575K Buy
2022
Q1
Sell
2021
Q4
$369K Buy