Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$619K Sell
2024
Q3
$2.1M Buy
2023
Q2
Sell
2023
Q1
$1.18M Buy
2022
Q4
Sell
2022
Q3
$230K Buy
2021
Q1
Sell
2020
Q4
$336K Buy
2020
Q3
$90K Hold
2020
Q2
$80K Sell
2020
Q1
$117K Buy