Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$726K Buy
2025
Q1
$685K Sell
2024
Q4
$774K Sell
2024
Q3
$898K Sell
2024
Q2
$1M Sell
2024
Q1
$1.09M Sell
2023
Q4
$1.17M Sell
2023
Q3
$1.29M Buy
2023
Q2
$1.12M Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.19M Sell
2022
Q3
$1.1M Sell
2022
Q2
$1.36M Buy
2022
Q1
$492K Buy
2018
Q4
Sell
2018
Q3
$495K Buy
2018
Q2
$451K Buy
2018
Q1
$323K Buy
2017
Q4
$286K Buy