Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Hold
2025
Q2
$412K Sell
2025
Q1
$610K Buy
2023
Q3
Sell
2023
Q2
$437K Hold
2023
Q1
$543K Hold
2022
Q4
$430K Hold
2022
Q3
$358K Hold
2022
Q2
$570K Hold
2022
Q1
$951K Hold
2021
Q4
$1.41M Buy
2021
Q3
$1.31M Sell
2021
Q2
$1.44M Hold
2021
Q1
$1.3M Buy
2020
Q4
$1.3M Buy
2019
Q4
Sell
2019
Q3
$266K Hold
2019
Q2
$333K Buy