Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2025
Q1
Sell
2024
Q4
$468K Sell
2024
Q3
$717K Buy
2024
Q2
$509K Sell
2024
Q1
$813K Buy
2023
Q4
Sell
2023
Q3
$312K Sell
2023
Q2
$538K Buy
2023
Q1
$281K Sell
2022
Q4
$423K Buy
2022
Q3
$296K Sell
2022
Q2
$219K Sell
2022
Q1
$736K Buy
2021
Q4
Sell
2021
Q3
$569K Buy