Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$616K Buy
2024
Q3
$613K Sell
2024
Q2
$608K Buy
2023
Q4
Sell
2023
Q3
$260K Sell
2023
Q2
$408K Buy
2023
Q1
$321K Buy
2022
Q4
$274K Buy
2022
Q3
$201K Buy
2022
Q2
Sell
2022
Q1
$270K Buy
2021
Q4
$311K Buy
2021
Q3
Sell
2021
Q2
$265K Buy
2021
Q1
$209K Buy