Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$304K Hold
2024
Q3
$334K Sell
2024
Q2
$328K Sell
2024
Q1
$287K Sell
2023
Q4
$288K Sell
2023
Q3
$253K Buy
2023
Q2
$296K Buy
2023
Q1
$271K Buy
2022
Q4
$246K Buy