Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$467K Buy
2025
Q1
Sell
2024
Q4
$764K Buy
2024
Q3
$277K Buy
2023
Q4
Sell
2023
Q3
$216K Sell
2023
Q2
$933K Buy
2023
Q1
$753K Buy
2022
Q2
Sell
2022
Q1
$695K Buy
2021
Q4
Sell
2021
Q3
$203K Sell
2021
Q2
$291K Buy
2017
Q1
Sell
2016
Q4
$489K Buy