Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$587K Buy
2024
Q4
$686K Sell
2024
Q3
$2.42M Buy
2024
Q2
$786K Buy
2024
Q1
$595K Sell
2023
Q4
$871K Sell
2023
Q3
$1.79M Buy
2022
Q4
Sell
2022
Q3
$701K Buy
2021
Q3
Sell
2021
Q2
$399K Buy