Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
2025
Q1
$860K Buy
2024
Q4
$754K Sell
2024
Q3
$710K Buy
2024
Q2
$556K Buy
2024
Q1
$388K Sell
2023
Q4
$345K Buy
2023
Q3
$268K Buy
2019
Q1
Sell
2018
Q4
$52K Buy
2018
Q1
$55K Buy
2017
Q4
$59K Buy