Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$830K Buy
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$109K Sell
2023
Q3
$758K Buy
2023
Q2
Sell
2023
Q1
$568K Sell
2022
Q4
$1.06M Buy
2022
Q3
Sell
2022
Q2
$984K Buy
2021
Q1
Sell
2020
Q4
$839K Buy
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold