Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
2025
Q1
$143K Sell
2024
Q4
$176K Buy
2024
Q3
$116K Sell
2024
Q2
$125K Buy
2024
Q1
$131K Sell
2023
Q4
$145K Hold
2023
Q3
$137K Hold
2023
Q2
$130K Sell
2023
Q1
$134K Sell
2022
Q4
$173K Buy
2022
Q3
Sell
2022
Q2
$73K Sell
2022
Q1
$1.84M Sell
2021
Q4
$3.09M Sell
2021
Q3
$5.38M Buy
2021
Q2
$395K Buy
2021
Q1
$285K Sell
2020
Q4
$406K Buy
2020
Q3
$406K Buy