Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$640K Buy
2024
Q4
$320K Sell
2024
Q3
$501K Sell
2024
Q2
$975K Sell
2024
Q1
$1.07M Buy
2023
Q4
$1.01M Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.02M Buy
2023
Q1
$804K Buy
2022
Q4
$215K Buy
2020
Q3
Sell
2020
Q2
$43K Sell
2020
Q1
$36K Buy
2019
Q4
$65K Buy