Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
2025
Q1
$389K Sell
2024
Q4
$419K Sell
2024
Q3
$491K Sell
2024
Q2
$612K Buy
2024
Q1
$653K Buy
2023
Q4
$471K Sell
2023
Q3
$662K Buy
2023
Q2
Sell
2023
Q1
$237K Sell
2022
Q4
$278K Buy
2022
Q3
$234K Buy
2022
Q2
$261K Sell
2022
Q1
$282K Sell
2021
Q4
$326K Buy
2021
Q3
Sell
2021
Q2
$343K Buy
2021
Q1
$308K Buy
2020
Q4
$274 Buy