Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
2025
Q1
$842K Sell
2024
Q4
$1.01M Buy
2024
Q3
$988K Buy
2021
Q4
Sell
2021
Q3
$278K Sell
2021
Q2
$1.01M Buy
2021
Q1
$226K Sell
2020
Q4
$698K Sell
2020
Q3
$754K Hold
2020
Q2
$672K Sell
2020
Q1
$692K Buy
2019
Q4
$811K Hold
2019
Q3
$701K Buy
2019
Q2
$705K Buy