Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$240K Sell
2024
Q4
$299K Sell
2024
Q3
$411K Buy
2024
Q1
$435K Sell
2023
Q4
$399K Buy
2023
Q3
$345K Sell
2023
Q2
$409K Buy
2023
Q1
$348K Hold
2022
Q4
$316K Buy
2022
Q2
Sell
2022
Q1
$220K Hold
2021
Q4
$280K Hold
2021
Q3
$237K Buy
2020
Q4
Sell
2020
Q3
$222K Buy