Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$779K Sell
2025
Q1
$686K Buy
2024
Q4
$396K Sell
2024
Q3
$514K Sell
2024
Q2
$584K Buy
2024
Q1
$456K Buy
2023
Q4
$328K Buy
2021
Q1
Sell
2020
Q4
$357K Buy
2020
Q1
Sell
2019
Q4
$201K Buy