Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.27M Sell
2024
Q4
$2.3M Sell
2024
Q3
$2.23M Sell
2024
Q2
$1.92M Sell
2024
Q1
$2.18M Sell
2023
Q4
$2.34M Sell
2023
Q3
$2.24M Sell
2023
Q2
$2.06M Sell
2023
Q1
$2.28M Sell
2022
Q4
$5.25M Buy
2018
Q4
Sell
2018
Q3
$2K Hold
2018
Q2
$1K Hold
2018
Q1
$1K Hold
2017
Q4
$1K Buy