Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Hold
2025
Q3
Hold
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$405K Hold
2024
Q3
$365K Hold
2024
Q2
$391K Sell
2024
Q1
$1.31M Hold
2023
Q4
$1.74M Sell
2023
Q3
$2.1M Sell
2023
Q2
$4.81M Sell
2023
Q1
$4.27M Sell
2022
Q4
$4.26M Sell
2022
Q3
$4.6M Sell
2022
Q2
$4.82M Sell
2022
Q1
$7.84M Buy