Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$179K Sell
2025
Q1
$836K Sell
2024
Q4
$2.37M Buy
2024
Q3
$196K Hold
2024
Q2
$203K Buy
2021
Q2
Sell
2021
Q1
$491K Sell
2020
Q4
$518K Buy
2020
Q3
$380K Buy
2020
Q2
$307K Sell
2020
Q1
$505K Buy
2019
Q4
$737K Sell
2019
Q3
$1.05M Sell
2019
Q2
$976K Buy