Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$204K Buy
2022
Q4
Sell
2022
Q3
$372K Hold
2022
Q2
$314K Sell
2022
Q1
$749K Sell
2021
Q4
$773K Buy
2021
Q3
$344K Buy