Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
2025
Q1
$1.87M Buy
2024
Q4
$276K Sell
2024
Q3
$372K Hold
2024
Q2
$391K Hold
2024
Q1
$346K Hold
2023
Q4
$351K Hold
2023
Q3
$309K Sell
2023
Q2
$592K Hold
2023
Q1
$710K Hold
2022
Q4
$891K Sell
2022
Q3
$899K Hold
2022
Q2
$911K Hold
2022
Q1
$911K Sell
2021
Q4
$1.35M Hold
2021
Q3
$1.29M Hold
2021
Q2
$1.73M Hold
2021
Q1
$1.35M Hold
2020
Q4
$1.26M Sell
2020
Q3
$1.63M Buy
2020
Q2
$1.49M Hold
2020
Q1
$809K Hold
2019
Q4
$1.49M Hold
2019
Q3
$1.17M Buy