Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
2025
Q1
$1.85M Buy
2024
Q4
$99.5K Buy
2024
Q2
Sell
2024
Q1
$274K Buy
2023
Q4
$81.7K Buy
2022
Q4
Sell
2022
Q3
$308K Buy
2022
Q2
$65K Buy
2020
Q4
Sell
2020
Q3
$398K Buy
2018
Q2
Sell
2018
Q1
$83K Buy