Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$354K Buy
2024
Q4
Sell
2024
Q3
$1.56M Sell
2024
Q2
$2.04M Sell
2024
Q1
$1.98M Sell
2023
Q4
$2.06M Sell
2023
Q3
$1.73M Sell
2023
Q2
$1.84M Sell
2023
Q1
$1.75M Buy
2022
Q4
$1.42M Hold
2022
Q3
$1.12M Buy
2022
Q2
$1.08M Buy
2022
Q1
$1.05M Sell
2021
Q4
$1.34M Sell
2021
Q3
$1.31M Buy
2021
Q2
$1.17M Sell
2021
Q1
$1.13M Hold
2020
Q4
$1.2M Buy
2020
Q3
$732K Buy
2020
Q2
$654K Buy
2020
Q1
$267K Sell
2019
Q4
$329K Sell
2019
Q3
$292K Buy