Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$369K Sell
2025
Q1
$458K Sell
2024
Q4
$630K Sell
2024
Q3
$787K Buy
2024
Q2
$639K Sell
2024
Q1
$774K Buy
2023
Q4
$690K Buy
2023
Q3
$418K Buy
2023
Q2
$398K Buy
2023
Q1
$205K Buy
2022
Q3
Sell
2022
Q2
$271K Sell
2022
Q1
$305K Sell
2021
Q4
$612K Buy
2021
Q3
$594K Buy
2021
Q2
$311K Sell
2021
Q1
$254K Buy
2020
Q4
$209K Buy