Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$611K Sell
2025
Q1
$480K Sell
2024
Q4
$652K Sell
2024
Q3
$735K Buy
2021
Q4
Sell
2021
Q3
$275K Buy
2018
Q4
Sell
2018
Q3
$298K Sell
2018
Q2
$285K Sell
2018
Q1
$287K Buy
2017
Q4
$265K Sell
2017
Q3
$307K Buy
2017
Q2
Sell
2017
Q1
$223K Buy