Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
2025
Q1
$246K Buy
2024
Q1
Sell
2023
Q4
$2.44M Hold
2023
Q3
$2.26M Sell
2023
Q2
$2.33M Sell
2023
Q1
$2.53M Buy
2022
Q4
$2.39M Hold
2022
Q3
$1.94M Sell
2022
Q2
$2.1M Buy
2022
Q1
$2.36M Buy
2021
Q4
$2.6M Buy
2019
Q2
Sell
2019
Q1
$211K Hold
2018
Q4
$183K Buy
2018
Q3
$15K Sell
2018
Q2
$32K Buy
2018
Q1
$18K Sell
2017
Q4
$30K Buy