Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Buy
2025
Q2
$547K Buy
2025
Q1
$503K Buy
2024
Q4
$342K Sell
2024
Q3
$359K Sell
2024
Q2
$420K Buy
2024
Q1
$368K Buy
2023
Q4
$266K Hold
2023
Q3
$266K Sell
2023
Q2
$322K Buy
2023
Q1
$328K Buy
2022
Q4
$273K Buy
2022
Q3
$198K Sell
2022
Q2
$276K Sell
2022
Q1
$324K Buy
2021
Q4
$335K Sell
2021
Q3
$374K Sell
2021
Q2
$413K Buy
2021
Q1
$425K Buy
2020
Q4
$386K Buy