Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$237K Buy
2024
Q3
Sell
2024
Q2
$144K Sell
2024
Q1
$974K Buy
2023
Q3
Sell
2023
Q2
$217K Buy
2021
Q2
Sell
2021
Q1
$1.92M Buy
2020
Q1
Sell
2019
Q4
$155K Sell
2019
Q3
$713K Buy
2019
Q2
$44K Buy