Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Sell
2025
Q2
$343K Sell
2025
Q1
$313K Sell
2024
Q4
$298K Buy
2024
Q3
$203K Buy
2022
Q2
Sell
2022
Q1
$247K Sell
2021
Q4
$288K Sell
2021
Q3
$329K Sell
2021
Q2
$345K Sell
2021
Q1
$306K Sell
2020
Q4
$336K Sell
2020
Q3
$403K Sell
2020
Q2
$482K Sell
2020
Q1
$311K Sell
2019
Q4
$389K Buy