Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Sell
2025
Q2
$268K Sell
2025
Q1
$276K Sell
2024
Q4
$268K Buy
2024
Q3
$248K Sell
2024
Q2
$229K Sell
2024
Q1
$389K Sell
2023
Q4
$410K Sell
2023
Q3
$382K Buy
2023
Q2
$384K Sell
2023
Q1
$495K Sell
2022
Q4
$455K Buy
2022
Q3
$299K Sell
2022
Q2
$326K Buy
2022
Q1
$360K Sell
2021
Q4
$405K Buy
2019
Q3
Sell
2019
Q2
$289K Sell
2019
Q1
$319K Sell
2018
Q4
$407K Buy