Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$812K Buy
2024
Q4
Sell
2024
Q3
$436K Sell
2024
Q2
$2M Buy
2023
Q3
Sell
2023
Q2
$574K Sell
2023
Q1
$800K Buy
2022
Q2
Sell
2022
Q1
$2.45M Buy
2021
Q4
$586K Buy
2021
Q3
Sell
2021
Q2
$325K Buy
2021
Q1
$282K Buy