Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$758K Buy
2024
Q1
Sell
2023
Q4
$1.14M Buy
2023
Q3
Sell
2023
Q2
$366K Sell
2023
Q1
$425K Buy
2022
Q3
Sell
2022
Q2
$351K Buy
2022
Q1
$310K Buy
2021
Q4
Sell
2021
Q3
$857K Buy
2021
Q2
$1.09M Buy
2021
Q1
$229K Buy
2019
Q1
Sell
2018
Q4
$300K Buy