Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$225K Buy
2021
Q4
Sell
2021
Q3
$20K Sell
2021
Q2
$58K Hold
2021
Q1
$57K Sell
2020
Q4
$153K Buy