Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$497K Sell
2025
Q3
$450K Buy
2025
Q2
$445K Buy
2025
Q1
$377K Buy
2024
Q4
$234K Buy
2024
Q3
$209K Buy
2024
Q2
Sell
2024
Q1
$204K Sell
2023
Q4
$212K Buy
2023
Q2
Sell
2023
Q1
$327K Buy
2022
Q4
$283K Buy
2022
Q2
Sell
2022
Q1
$282K Sell
2021
Q4
$350K Buy