Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.27M Sell
2025
Q1
$2.79M Buy
2021
Q1
Sell
2020
Q4
$303K Hold
2020
Q3
$258K Hold
2020
Q2
$221K Hold
2020
Q1
$196K Hold
2019
Q4
$239K Sell
2019
Q3
$215K Hold
2019
Q2
$218K Hold
2019
Q1
$206K Hold
2018
Q4
$172K Hold
2018
Q3
$230K Hold
2018
Q2
$195K Sell
2018
Q1
$4.2M Sell
2017
Q4
$5.57M Buy