Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2025
Q1
$95.4K Hold
2024
Q4
$136K Hold
2024
Q3
$165K Hold
2024
Q2
$194K Hold
2024
Q1
$165K Hold
2023
Q4
$126K Hold
2023
Q3
$87.8K Hold
2023
Q2
$110K Buy
2021
Q2
Sell
2021
Q1
$508K Sell
2020
Q4
$557K Sell
2020
Q3
$685K Buy
2020
Q2
$1.17M Sell
2020
Q1
$635K Buy
2019
Q4
$1.25M Sell
2019
Q3
$1.24M Buy
2019
Q2
$1.6M Buy