Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2025
Q1
$209K Sell
2024
Q4
$304K Hold
2024
Q3
$278K Sell
2024
Q2
$231K Hold
2024
Q1
$267K Sell
2023
Q4
$275K Sell
2023
Q3
$262K Sell
2023
Q2
$306K Buy
2023
Q1
$340K Buy
2022
Q4
$288K Sell
2022
Q3
$400K Buy
2022
Q2
$300K Sell
2022
Q1
$535K Buy
2021
Q4
$514K Buy
2021
Q1
$535K Buy