Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$443K Buy
2024
Q4
$556K Sell
2024
Q3
$789K Buy
2024
Q2
$562K Buy
2024
Q1
$519K Buy
2023
Q4
$337K Buy
2023
Q3
$303K Buy
2023
Q2
$247K Buy
2022
Q2
Sell
2022
Q1
$221K Buy
2021
Q4
$289K Sell
2021
Q3
$249K Sell
2021
Q2
$228K Sell
2021
Q1
$252K Buy
2019
Q2
Sell
2019
Q1
$52K Buy
2018
Q4
$4K Buy