Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$501K Hold
2024
Q3
$440K Hold
2024
Q2
$441K Hold
2024
Q1
$345K Hold
2023
Q4
$264K Hold
2023
Q3
$220K Sell
2023
Q2
$261K Buy
2023
Q1
$233K Sell
2022
Q4
$215K Sell
2022
Q3
$219K Buy
2022
Q2
$261K Buy
2022
Q1
$333K Sell
2021
Q4
$385K Buy
2021
Q3
$356K Buy