Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
2025
Q1
Sell
2024
Q4
$806K Buy
2024
Q3
$827K Buy
2023
Q4
Sell
2023
Q3
$451K Buy
2023
Q2
$230K Sell
2023
Q1
$742K Buy
2022
Q4
Sell
2022
Q3
$511K Buy
2021
Q4
Sell
2021
Q3
$1.24M Sell
2021
Q2
$2.25M Buy
2019
Q2
Sell
2019
Q1
$1.75M Buy
2018
Q4
$1.2M Buy