Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$874K Sell
2025
Q1
$710K Buy
2024
Q4
$878K Buy
2024
Q3
$892K Hold
2024
Q2
$761K Hold
2024
Q1
$864K Sell
2023
Q4
$910K Sell
2023
Q3
$871K Sell
2023
Q2
$978K Sell
2023
Q1
$721K Hold
2022
Q4
$695K Buy
2020
Q4
Sell
2020
Q3
$11K Hold
2020
Q2
$10K Buy