Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Sell
2025
Q1
$775K Sell
2024
Q4
$774K Sell
2024
Q3
$725K Sell
2024
Q2
$680K Sell
2024
Q1
$736K Sell
2023
Q4
$823K Sell
2023
Q3
$882K Buy
2023
Q2
$603K Buy
2023
Q1
$392K Buy
2022
Q4
$309K Buy
2022
Q2
Sell
2022
Q1
$230K Sell
2021
Q4
$262K Buy
2021
Q3
$223K Buy
2021
Q2
$217K Buy
2019
Q3
Sell
2019
Q2
$204K Sell
2019
Q1
$202K Buy