Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
2023
Q2
Sell
2023
Q1
$350K Sell
2022
Q4
$1.23M Buy
2021
Q3
Sell
2021
Q2
$409K Buy
2020
Q3
Sell
2020
Q2
$390K Buy
2020
Q1
Sell
2019
Q4
$1.32M Buy