Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$315K Buy
2023
Q3
Sell
2023
Q2
$743K Sell
2023
Q1
$577K Buy
2022
Q4
$68.4K Sell
2022
Q3
$475K Buy
2022
Q2
$628K Buy
2022
Q1
$668K Buy
2021
Q4
$652K Buy
2021
Q3
$94K Hold
2021
Q2
$90K Buy