Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
2025
Q1
$1.08M Sell
2024
Q4
$2.8M Sell
2024
Q3
$7.79M Buy
2024
Q2
$1.8M Buy
2024
Q1
$698K Buy
2023
Q4
$374K Sell
2023
Q3
$421K Sell
2023
Q2
$467K Buy
2019
Q3
Sell
2019
Q2
$350K Sell
2019
Q1
$470K Buy
2017
Q2
Sell
2017
Q1
$447K Buy