Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$280K Buy
2024
Q4
$242K Buy
2023
Q2
Sell
2023
Q1
$894K Sell
2022
Q4
$1.36M Sell
2022
Q3
$1.75M Buy
2022
Q2
$1.51M Buy
2022
Q1
$957K Buy
2019
Q4
Sell
2019
Q3
$411K Buy
2019
Q2
$385K Hold
2019
Q1
$344K Sell
2018
Q4
$25M Sell
2018
Q3
$28M Sell
2018
Q2
$28.8M Sell
2018
Q1
$26.4M Sell
2017
Q4
$25.8M Sell
2017
Q3
$25.3M Buy
2017
Q2
$18.8M Buy
2017
Q1
$8.91M Buy