Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
2025
Q1
$391K Sell
2024
Q4
$389K Buy
2024
Q3
$416K Sell
2024
Q2
$340K Buy
2024
Q1
$326K Buy
2023
Q4
Sell
2023
Q3
$203K Sell
2023
Q2
$242K Sell
2023
Q1
$431K Buy
2020
Q2
Sell
2020
Q1
$637K Buy
2019
Q4
$312K Buy