Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$510K Buy
2022
Q3
Sell
2022
Q2
$313K Sell
2022
Q1
$458K Buy
2021
Q4
$528K Sell
2021
Q3
$682K Buy
2021
Q2
$711K Sell
2021
Q1
$808K Buy
2020
Q4
$760K Hold
2020
Q3
$662K Buy
2020
Q2
$644K Sell
2020
Q1
$566K Sell
2019
Q4
$689K Buy