Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$515K Sell
2025
Q2
$601K Sell
2025
Q1
$532K Buy
2024
Q4
$534K Buy
2024
Q3
$501K Sell
2024
Q2
$437K Buy
2024
Q1
$399K Buy
2023
Q4
$317K Buy
2023
Q3
$228K Sell
2023
Q2
$237K Buy
2023
Q1
$209K Buy
2022
Q4
$202K Buy
2020
Q1
Sell
2019
Q4
$269K Sell
2019
Q3
$4.78M Buy
2019
Q2
$4.78M Buy
2019
Q1
$267K Buy