Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$695K Buy
2025
Q2
$580K Buy
2025
Q1
$463K Buy
2024
Q4
$447K Sell
2024
Q3
$444K Sell
2024
Q2
$391K Buy
2024
Q1
$342K Sell
2023
Q4
$321K Buy
2022
Q2
Sell
2022
Q1
$440K Sell
2021
Q4
$449K Buy
2021
Q3
$293K Sell
2021
Q2
$663K Buy
2019
Q2
Sell
2019
Q1
$225K Buy
2016
Q2
Sell
2016
Q1
$296K Sell
2015
Q4
$340K Buy