Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$255K Hold
2024
Q3
$294K Hold
2024
Q2
$242K Hold
2024
Q1
$268K Hold
2023
Q4
$247K Buy
2023
Q3
Sell
2023
Q2
$235K Hold
2023
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$237K Hold
2021
Q4
$279K Hold
2021
Q3
$253K Hold
2021
Q2
$249K Buy