Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
2022
Q4
Sell
2022
Q3
$42K Buy
2022
Q2
$38K Sell
2022
Q1
$37K Buy
2021
Q4
$35K Hold
2021
Q3
$29K Sell
2021
Q2
$37K Sell
2021
Q1
$37K Buy
2020
Q4
$32K Hold
2020
Q3
$32K Hold
2020
Q2
$30K Hold
2020
Q1
$24.2K Sell
2019
Q4
$37.1K Buy
2019
Q3
$25.6K Buy