Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
2025
Q1
$822K Sell
2024
Q4
$839K Buy
2024
Q3
$838K Buy
2022
Q2
Sell
2022
Q1
$326K Sell
2021
Q4
$339K Sell
2021
Q3
$441K Sell
2021
Q2
$499K Buy
2021
Q1
$410K Sell
2020
Q4
$414K Sell
2020
Q3
$456K Sell
2020
Q2
$1.64M Buy
2020
Q1
$1.41M Buy
2019
Q4
$1.24M Sell
2019
Q3
$1.88M Buy
2019
Q2
$573K Buy
2019
Q1
$566K Buy
2018
Q4
$418K Buy