Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
2025
Q1
$622K Sell
2024
Q4
$640K Buy
2020
Q2
$383K Sell
2020
Q1
$385K Sell
2019
Q4
$405K Buy
2019
Q3
$338K Buy
2019
Q2
$251K Sell
2019
Q1
$235K Sell
2018
Q4
$268K Sell
2018
Q3
$332K Sell
2018
Q2
$302K Hold
2018
Q1
$273K Sell
2017
Q4
$279K Buy