Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Buy
2025
Q2
$624K Buy
2025
Q1
$548K Buy
2024
Q4
$480K Buy
2024
Q3
$394K Sell
2024
Q2
$340K Buy
2024
Q1
$107K Buy
2022
Q2
Sell
2022
Q1
$275K Sell
2021
Q4
$382K Sell
2021
Q3
$384K Sell
2021
Q2
$426K Buy
2021
Q1
$371K Sell
2020
Q4
$408K Buy
2020
Q3
$413K Sell
2020
Q2
$398K Sell
2020
Q1
$337K Sell
2019
Q4
$468K Buy