Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$348K Buy
2025
Q1
$204K Sell
2024
Q4
$254K Sell
2024
Q3
$364K Sell
2024
Q2
$333K Sell
2024
Q1
$423K Sell
2023
Q4
$632K Sell
2023
Q3
$511K Sell
2023
Q2
$638K Sell
2023
Q1
$767K Buy
2022
Q1
Sell
2021
Q4
$331K Sell
2021
Q3
$459K Buy
2021
Q2
$608K Buy
2021
Q1
$364K Buy
2020
Q4
$328K Sell
2020
Q3
$226K Sell
2020
Q2
$168K Buy
2020
Q1
$80.3K Buy
2019
Q4
$67.4K Buy