Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$304K Buy
2025
Q1
Sell
2024
Q4
$127K Buy
2024
Q3
$201K Sell
2024
Q2
$139K Buy
2024
Q1
$139K Buy
2023
Q4
Sell
2023
Q3
$590K Buy
2023
Q2
$739K Buy
2023
Q1
$804K Buy
2022
Q4
Sell
2022
Q3
$952K Buy
2021
Q2
Sell
2021
Q1
$2.27M Hold
2020
Q4
$2.27M Buy
2020
Q3
$2.17M Buy