Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.24M Sell
2025
Q2
$2.1M Hold
2025
Q1
$1.9M Hold
2024
Q4
$1.79M Sell
2024
Q3
$1.68M Buy
2024
Q2
$1.19M Buy
2022
Q4
Sell
2022
Q3
$43K Hold
2022
Q2
$46K Sell
2022
Q1
$401K Hold
2021
Q4
$470K Hold
2021
Q3
$381K Hold
2021
Q2
$358K Hold
2021
Q1
$400K Sell
2020
Q4
$1.3M Sell
2020
Q3
$1.45M Buy
2020
Q2
$1.32M Buy
2020
Q1
$554K Buy