Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$401K Sell
2025
Q1
$577K Buy
2024
Q4
$315K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$2.07M Buy
2022
Q3
$1.36M Buy
2022
Q2
Sell
2022
Q1
$1.96M Buy
2021
Q4
$1.54M Sell
2021
Q3
$1.6M Buy
2021
Q2
$1.39M Buy
2021
Q1
$339K Buy
2018
Q4
Sell
2018
Q3
$728K Buy
2018
Q2
$825K Buy
2018
Q1
$439K Buy