Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$449K Buy
2024
Q3
$415K Sell
2024
Q2
$493K Buy
2024
Q1
$522K Buy
2023
Q4
$506K Buy
2023
Q3
$494K Buy
2023
Q2
$532K Buy
2023
Q1
$515K Sell
2022
Q4
$515K Buy
2022
Q3
$461K Hold
2022
Q2
$479K Hold
2022
Q1
$473K Hold
2021
Q4
$484K Buy