Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$438K Buy
2025
Q2
$326K Buy
2025
Q1
$207K Buy
2024
Q2
Sell
2024
Q1
$326K Sell
2023
Q4
$477K Sell
2023
Q3
$383K Buy
2023
Q2
$371K Buy
2023
Q1
$487K Buy
2022
Q4
$477K Hold
2022
Q3
$398K Sell
2022
Q2
$369K Buy
2022
Q1
$381K Hold
2021
Q4
$671K Buy
2021
Q3
$512K Sell
2021
Q2
$575K Buy
2021
Q1
$496K Buy
2020
Q4
$235K Buy