Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.1M Buy
2023
Q4
Sell
2023
Q3
$256K Buy
2023
Q2
Sell
2023
Q1
$1.96M Buy
2022
Q4
$656K Sell
2022
Q3
$2.42M Buy
2021
Q4
Sell
2021
Q3
$336K Buy
2020
Q3
Sell
2020
Q2
$107K Sell
2020
Q1
$1.84M Buy
2019
Q4
$1.11M Buy