Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
2025
Q1
$217K Sell
2024
Q4
$275K Sell
2024
Q3
$360K Buy
2024
Q2
$289K Sell
2024
Q1
$268K Buy
2023
Q4
$237K Sell
2023
Q3
$232K Buy
2023
Q2
$221K Buy
2020
Q1
Sell
2019
Q4
$3.57M Buy
2019
Q3
$3.46M Sell
2019
Q2
$4.54M Buy
2019
Q1
$4.48M Buy
2018
Q4
$3.76M Buy
2018
Q3
$2.63M Buy
2017
Q1
Sell
2016
Q4
$2.63M Buy
2016
Q3
$1.32M Buy