Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
2025
Q1
$261K Sell
2024
Q4
$277K Sell
2024
Q3
$511K Sell
2024
Q2
$1.19M Sell
2024
Q1
$1.39M Sell
2023
Q4
$1.63M Buy
2023
Q3
$1.54M Buy
2023
Q2
$1.79M Buy
2023
Q1
$1.71M Buy
2019
Q3
Sell
2019
Q2
$209K Sell
2019
Q1
$215K Buy
2018
Q3
Sell
2018
Q2
$239K Sell
2018
Q1
$272K Sell
2017
Q4
$307K Buy