Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$865K Buy
2025
Q1
$265K Buy
2024
Q4
$100K Sell
2024
Q3
$125K Sell
2024
Q2
$150K Buy
2022
Q1
Sell
2021
Q4
$75K Sell
2021
Q3
$84K Buy
2021
Q2
$97K Hold
2021
Q1
$81K Sell
2020
Q4
$61K Hold
2020
Q3
$45K Buy
2020
Q2
$31K Buy
2020
Q1
$22K Buy