Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Buy
2025
Q1
$112K Hold
2024
Q4
$99.3K Sell
2024
Q3
$151K Sell
2024
Q2
$161K Sell
2024
Q1
$287K Sell
2023
Q4
$373K Buy
2023
Q3
$316K Buy
2023
Q2
$299K Sell
2023
Q1
$304K Sell
2022
Q4
$401K Sell
2022
Q3
$407K Hold
2022
Q2
$407K Buy
2022
Q1
$284K Buy
2021
Q4
$99K Buy
2020
Q2
Sell
2020
Q1
$67K Buy
2019
Q4
$54K Buy