Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$303K Buy
2024
Q4
$329K Sell
2024
Q3
$340K Buy
2024
Q2
$311K Buy
2024
Q1
$337K Buy
2023
Q4
$327K Sell
2023
Q3
$289K Buy
2023
Q2
$324K Buy
2023
Q1
Sell
2022
Q4
$330K Hold
2022
Q3
$345K Hold
2022
Q2
$361K Hold
2022
Q1
$369K Hold
2021
Q4
$328K Hold
2021
Q3
$327K Hold
2021
Q2
$299K Hold
2021
Q1
$355K Hold
2020
Q4
$319K Buy