Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
2025
Q1
$221K Buy
2024
Q4
Sell
2024
Q3
$244K Buy
2022
Q1
Sell
2021
Q4
$230K Sell
2021
Q3
$241K Sell
2021
Q2
$316K Sell
2021
Q1
$303K Buy
2020
Q4
$248K Buy
2020
Q3
$231K Buy
2020
Q2
$227K Buy
2018
Q2
Sell
2018
Q1
$115K Sell
2017
Q4
$117K Buy
2017
Q3
$114K Sell
2017
Q2
$14 Sell
2017
Q1
$191K Buy
2016
Q4
$141K Buy