Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$237K Buy
2022
Q2
Sell
2022
Q1
$334K Sell
2021
Q4
$407K Sell
2021
Q3
$783K Sell
2021
Q2
$889K Sell
2021
Q1
$851K Sell
2020
Q4
$778K Hold
2020
Q3
$718K Sell
2020
Q2
$608K Sell
2020
Q1
$429K Buy
2019
Q4
$523K Buy