Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$542K Sell
2025
Q1
$460K Sell
2024
Q4
$574K Sell
2024
Q3
$770K Sell
2024
Q2
$599K Sell
2024
Q1
$664K Sell
2023
Q4
$797K Sell
2023
Q3
$669K Sell
2023
Q2
$612K Sell
2023
Q1
$586K Sell
2022
Q4
$566K Hold
2022
Q3
$531K Buy
2022
Q2
$674K Buy
2022
Q1
$679K Sell
2021
Q4
$685K Sell
2021
Q3
$670K Sell
2021
Q2
$576K Buy
2020
Q1
Sell
2019
Q4
$215K Buy
2018
Q3
Sell
2018
Q2
$209K Buy