Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$768K Sell
2025
Q1
$864K Sell
2024
Q4
$984K Buy
2024
Q3
$952K Buy
2024
Q2
$884K Buy
2024
Q1
$810K Buy
2023
Q4
$751K Buy
2023
Q3
$779K Buy
2023
Q2
$726K Hold
2023
Q1
$808K Buy
2021
Q4
Sell
2021
Q3
$215K Buy
2020
Q2
Sell
2020
Q1
$415K Sell
2019
Q4
$8.28M Buy