Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$492K Buy
2024
Q1
Sell
2023
Q4
$377K Sell
2023
Q3
$774K Buy
2023
Q2
$283K Buy
2022
Q4
Sell
2022
Q3
$309K Buy
2022
Q1
Sell
2021
Q4
$456K Buy
2021
Q1
Sell
2020
Q4
$632K Buy
2020
Q3
$273K Sell
2020
Q2
$304K Buy
2019
Q4
$423K Buy
2017
Q4
Sell
2017
Q3
$297K Buy