Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$110K Buy
2024
Q2
Sell
2024
Q1
$482K Buy
2023
Q4
$492K Buy
2023
Q1
Sell
2022
Q4
$215K Buy
2022
Q3
Sell
2022
Q2
$246K Buy
2020
Q3
Sell
2020
Q2
$5K Buy
2020
Q1
$3K Buy
2019
Q4
$2K Buy