Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
2025
Q1
$297K Sell
2024
Q4
$311K Buy
2024
Q3
$243K Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.13M Buy
2023
Q4
$895K Sell
2023
Q3
$1.03M Sell
2023
Q2
$1.11M Buy
2023
Q1
$1.01M Sell
2022
Q4
$1.05B Buy
2022
Q3
$777K Buy
2022
Q2
Sell
2022
Q1
$494K Buy
2021
Q4
$388K Buy
2019
Q2
Sell
2019
Q1
$208K Buy
2014
Q1
Sell
2013
Q4
$756K Buy