Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2025
Q1
$398K Buy
2024
Q1
Sell
2023
Q4
$530K Buy
2023
Q3
$321K Buy
2023
Q2
$294K Buy
2022
Q4
Sell
2022
Q3
$225K Sell
2022
Q2
$327K Sell
2022
Q1
$956K Buy
2021
Q4
$1.02M Buy
2021
Q3
$805K Sell
2021
Q2
$1.01M Sell
2021
Q1
$1.05M Sell
2020
Q4
$2.88M Sell
2020
Q3
$24.8M Sell
2020
Q2
$23.6M Buy
2020
Q1
$15.4M Buy
2019
Q4
$20.1M Hold
2019
Q3
$16.8M Buy