Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$211K Sell
2024
Q4
$235K Hold
2024
Q3
$247K Sell
2024
Q2
$251K Sell
2024
Q1
$349K Sell
2023
Q4
$1.51M Buy
2023
Q3
$607K Sell
2023
Q2
$692K Buy
2023
Q1
$608K Buy
2022
Q1
Sell
2021
Q4
$1.05M Buy
2021
Q2
Sell
2021
Q1
$1.36M Buy
2020
Q4
$1.13M Buy