Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$357K Sell
2025
Q2
$482K Hold
2025
Q1
$503K Sell
2024
Q4
$1.96M Buy
2024
Q3
$1.97M Buy
2024
Q2
$837K Hold
2024
Q1
$850K Sell
2023
Q4
$1.08M Sell
2023
Q3
$3.23M Sell
2023
Q2
$5.24M Buy
2023
Q1
$3.94M Sell
2022
Q4
$4.78M Buy
2022
Q3
$3.82M Sell
2022
Q2
$4.63K Buy
2022
Q1
$2.79M Sell
2021
Q4
$2.88M Buy
2021
Q3
$1.84M Sell
2021
Q2
$1.98M Buy
2021
Q1
$1.67M Buy
2020
Q4
$215K Buy
2020
Q1
Sell
2019
Q4
$218K Buy