Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
2025
Q1
$162K Sell
2024
Q4
$213K Buy
2024
Q3
Sell
2024
Q2
$55.4K Buy
2023
Q2
Sell
2023
Q1
$1.42M Sell
2022
Q4
$1.66M Buy
2022
Q3
Sell
2022
Q2
$1.69M Buy
2022
Q1
$196K Sell
2021
Q4
$918K Buy
2021
Q2
Sell
2021
Q1
$15.3M Sell
2020
Q4
$14.9M Buy
2020
Q3
$6.01M Buy
2017
Q1
Sell
2016
Q4
$3.31M Buy