Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$551K Buy
2024
Q3
Sell
2024
Q2
$1.41M Buy
2023
Q3
Sell
2023
Q2
$1.37M Buy
2023
Q1
$507K Buy
2022
Q4
$397K Buy
2022
Q3
Sell
2022
Q2
$1.08M Buy
2022
Q1
$309K Buy
2021
Q4
Sell
2021
Q3
$273K Sell
2021
Q2
$766K Buy
2020
Q1
Sell
2019
Q4
$183K Buy
2019
Q3
$41K Buy
2019
Q2
Hold