Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$372K Buy
2024
Q4
$264K Sell
2024
Q3
$349K Sell
2024
Q2
$350K Buy
2024
Q1
$218K Sell
2023
Q4
$222K Buy
2023
Q1
Sell
2022
Q4
$265K Buy
2021
Q3
Sell
2021
Q2
$257K Buy
2021
Q1
$253K Buy
2020
Q4
Sell
2020
Q3
$224K Sell
2020
Q2
$215K Buy