Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Sell
2025
Q1
$432K Hold
2024
Q4
$499K Hold
2024
Q3
$424K Sell
2024
Q2
$443K Buy
2024
Q1
$393K Sell
2023
Q4
$358K Hold
2023
Q3
$300K Hold
2023
Q2
$308K Buy
2023
Q1
$230K Buy
2022
Q4
Sell
2022
Q3
$258K Hold
2022
Q2
$242K Buy
2022
Q1
$362K Sell
2021
Q4
$433K Buy
2021
Q3
$388K Hold
2021
Q2
$406K Buy
2021
Q1
$362K Sell
2020
Q4
$384K Buy