Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.01M Buy
2024
Q4
$1.62M Buy
2024
Q3
$163K Buy
2022
Q4
Sell
2022
Q3
$162K Hold
2022
Q2
$280K Sell
2022
Q1
$708K Sell
2021
Q4
$1.3M Sell
2021
Q3
$1.46M Sell
2021
Q2
$2.44M Buy
2021
Q1
$112K Buy
2020
Q3
Sell
2020
Q2
$50K Sell
2020
Q1
$781K Sell
2019
Q4
$2.15M Buy
2019
Q3
$239K Buy