Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.37M Buy
2025
Q2
$401K Sell
2025
Q1
$10.6M Buy
2024
Q4
$5.37M Buy
2024
Q3
$2.21M Buy
2024
Q2
$1.05M Buy
2024
Q1
Sell
2023
Q4
$5.18M Sell
2023
Q3
$5.39M Buy
2023
Q2
$1.99M Buy
2021
Q4
Sell
2021
Q3
$1.01M Buy
2021
Q1
Sell
2020
Q4
$416K Buy
2020
Q1
Sell
2019
Q4
$1.4M Buy
2019
Q3
$888K Buy
2019
Q2
Sell
2019
Q1
$200K Buy