Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
2025
Q1
$447K Buy
2024
Q4
$345K Sell
2024
Q3
$470K Buy
2024
Q2
$493K Sell
2024
Q1
$426K Sell
2023
Q4
$358K Sell
2023
Q3
$298K Buy
2023
Q2
$311K Buy
2023
Q1
$246K Sell
2022
Q4
$248K Buy
2019
Q2
Sell
2019
Q1
$28K Buy
2018
Q4
$19K Buy
2018
Q3
$9K Hold
2018
Q2
$10K Hold
2018
Q1
$10K Hold
2017
Q4
$10K Buy