Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$503K Sell
2025
Q1
$572K Buy
2024
Q4
$509K Buy
2024
Q3
$414K Sell
2024
Q2
$366K Hold
2024
Q1
$384K Sell
2023
Q4
$327K Hold
2023
Q3
$356K Hold
2023
Q2
$345K Hold
2023
Q1
$286K Hold
2022
Q4
$297K Hold
2022
Q3
$281K Sell
2022
Q2
$248K Hold
2022
Q1
$230K Buy
2021
Q1
Sell
2020
Q4
$214K Buy