Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
2025
Q1
$259K Sell
2024
Q4
$606K Buy
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2023
Q1
Sell
2022
Q4
$1.85M Sell
2022
Q3
$22.1M Buy
2022
Q1
Sell
2021
Q4
$32.1M Buy
2020
Q2
Sell
2020
Q1
$35.8M Buy
2018
Q1
Hold
2017
Q4
Hold
2017
Q3
Hold