Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$245K Sell
2024
Q4
$232K Buy
2024
Q3
$273K Buy
2024
Q2
$249K Sell
2024
Q1
$283K Sell
2023
Q4
$253K Sell
2023
Q3
$288K Sell
2023
Q2
$303K Buy
2023
Q1
Sell
2022
Q4
$264K Sell
2022
Q3
$250K Buy
2022
Q2
$218K Buy