Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$748K Sell
2025
Q1
$654K Buy
2024
Q4
$750K Sell
2024
Q3
$852K Buy
2024
Q2
$736K Buy
2024
Q1
$693K Buy
2023
Q4
$501K Sell
2023
Q3
$445K Sell
2023
Q2
$439K Sell
2023
Q1
$376K Buy
2022
Q4
$344K Buy
2022
Q3
$289K Hold
2022
Q2
$273K Buy
2022
Q1
$282K Hold
2021
Q4
$275K Buy
2021
Q3
$277K Hold
2021
Q2
$277K Buy
2020
Q1
Sell
2019
Q4
$450K Sell
2019
Q3
$583K Buy