Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Hold
2025
Q1
$248K Buy
2024
Q4
$207K Buy
2024
Q3
$254K Buy
2024
Q2
$239K Sell
2024
Q1
$304K Sell
2023
Q4
$255K Buy
2023
Q3
$75.2K Sell
2023
Q2
$83.6K Sell
2023
Q1
$78.4K Hold
2022
Q4
$102K Buy
2022
Q3
$83K Hold
2022
Q2
$79K Hold
2022
Q1
$71K Buy
2021
Q4
$31K Hold
2021
Q3
$27K Hold
2021
Q2
$32K Buy
2020
Q4
$28K Buy