Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$213K Sell
2024
Q3
$267K Buy
2024
Q2
$235K Buy
2024
Q1
$231K Sell
2023
Q4
$269K Buy
2022
Q2
Sell
2022
Q1
$253K Buy
2021
Q4
$261K Sell
2021
Q3
$273K Buy
2021
Q2
$263K Buy
2021
Q1
$214K Buy