Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
2025
Q1
$408K Sell
2024
Q4
$961K Sell
2024
Q3
$1.13M Buy
2024
Q2
$716K Buy
2024
Q1
$213K Buy
2023
Q4
Sell
2023
Q3
$696K Buy
2023
Q2
Sell
2023
Q1
$395K Sell
2022
Q4
$447K Buy
2021
Q4
Sell
2021
Q3
$287K Buy