Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.8K Sell
2025
Q1
$108K Sell
2024
Q4
$365K Sell
2024
Q3
$741K Buy
2024
Q2
$33.3K Sell
2024
Q1
$243K Buy
2023
Q4
$16.2K Sell
2023
Q3
$2M Buy
2021
Q4
Sell
2021
Q3
$17M Hold
2021
Q2
$15.6M Hold
2021
Q1
$20.8M Hold
2020
Q4
$22.1M Buy
2019
Q1
Sell
2018
Q4
$276K Buy