Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$146K Buy
2024
Q3
$187K Buy
2024
Q2
$184K Sell
2024
Q1
$296K Buy
2023
Q3
Sell
2023
Q2
$11.9K Hold
2023
Q1
$12.7K Hold
2022
Q4
$11.6K Sell
2022
Q3
$266K Hold
2022
Q2
$268K Hold
2022
Q1
$304K Hold
2021
Q4
$349K Buy
2021
Q3
$299K Sell
2021
Q2
$302K Hold
2021
Q1
$287K Buy
2020
Q3
Sell
2020
Q2
$406K Buy
2020
Q1
$235K Buy