Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
2022
Q4
Sell
2022
Q3
$148K Sell
2022
Q2
$169K Sell
2022
Q1
$190K Buy
2021
Q4
$161K Buy
2021
Q3
$115K Hold
2021
Q2
$112K Sell
2021
Q1
$120K Buy
2020
Q4
$88K Hold
2020
Q3
$69K Sell
2020
Q2
$69K Sell
2020
Q1
$61.6K Sell
2019
Q4
$329K Buy
2019
Q3
$295K Buy