Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
2025
Q1
$238K Buy
2023
Q1
Sell
2022
Q4
$677K Buy
2022
Q3
$578K Sell
2022
Q2
$721K Sell
2022
Q1
$931K Hold
2021
Q4
$1.11M Buy
2021
Q3
$906K Buy
2021
Q2
$685K Sell
2021
Q1
$762K Hold
2020
Q4
$697K Buy
2020
Q3
$680K Hold
2020
Q2
$572K Sell
2020
Q1
$629K Buy
2019
Q4
$650K Buy