Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
2025
Q1
$201K Buy
2024
Q4
$151K Buy
2023
Q3
Sell
2023
Q2
$448K Buy
2022
Q3
Sell
2022
Q2
$131K Sell
2022
Q1
$146K Sell
2021
Q4
$195K Buy
2021
Q3
Sell
2021
Q2
$188K Sell
2021
Q1
$203K Buy
2020
Q4
$175K Buy
2015
Q3
Sell
2015
Q2
$261K Sell
2015
Q1
$332K Buy