Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$766K Buy
2024
Q4
$837K Sell
2024
Q3
$987K Buy
2024
Q2
$840K Sell
2024
Q1
$1.1M Sell
2023
Q4
$1.37M Sell
2023
Q3
$1.26M Buy
2023
Q2
$1.08M Sell
2023
Q1
$1.65M Buy
2022
Q4
$1.13M Sell
2022
Q3
$894K Buy
2022
Q2
$1.08M Sell
2022
Q1
$1.54M Sell
2021
Q4
$2.04M Buy
2021
Q3
$1.55M Buy
2021
Q2
$1.64M Sell
2021
Q1
$1.43M Buy
2020
Q4
$997K Buy
2020
Q3
$478K Sell
2020
Q2
$377K Buy
2020
Q1
$312K Sell
2019
Q4
$383K Buy