Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$522K Sell
2024
Q4
$871K Buy
2023
Q1
Sell
2022
Q4
$1.44M Sell
2022
Q3
$1.43M Sell
2022
Q2
$1.56M Sell
2022
Q1
$3.53M Buy
2021
Q4
$4.02M Buy
2021
Q3
Sell
2021
Q2
$273K Buy
2021
Q1
$201K Sell
2020
Q4
$445K Buy
2020
Q3
$349K Buy
2020
Q1
Sell
2019
Q4
$2.58M Sell
2019
Q3
$2.22M Buy