Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$780K Buy
2025
Q2
Sell
2025
Q1
$643K Sell
2024
Q4
$1.71M Buy
2024
Q3
$1.49M Buy
2024
Q2
$317K Buy
2022
Q2
Sell
2022
Q1
$357K Buy
2021
Q2
Sell
2021
Q1
$904K Buy
2019
Q1
Sell
2018
Q4
$216K Sell
2018
Q3
$327K Buy
2017
Q4
Sell
2017
Q3
$436K Buy
2016
Q3
Sell
2016
Q2
$362K Buy
2016
Q1
$214K Buy