Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
2025
Q1
$201K Buy
2024
Q4
$313K Buy
2024
Q3
$301K Buy
2024
Q2
$382K Buy
2022
Q1
Sell
2021
Q4
$617K Sell
2021
Q3
$533K Buy
2021
Q2
$561K Buy
2021
Q1
$631K Buy
2020
Q4
$572K Sell
2020
Q3
$280K Sell
2020
Q2
$373K Buy