Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$330K Buy
2024
Q3
$435K Buy
2023
Q1
Sell
2022
Q4
$227K Sell
2022
Q3
$278K Buy
2022
Q2
Sell
2022
Q1
$310K Sell
2021
Q4
$469K Buy
2021
Q2
Sell
2021
Q1
$365K Buy