Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.06M Buy
2024
Q4
$998K Buy
2024
Q3
$411K Sell
2024
Q2
$439K Buy
2023
Q4
Sell
2023
Q3
$244K Buy
2023
Q1
Sell
2022
Q4
$251K Buy
2020
Q1
Sell
2019
Q4
$1.49M Sell
2019
Q3
$1.35M Buy
2019
Q2
$629K Sell
2019
Q1
$1.31M Buy
2018
Q4
$751K Buy