Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$585K Sell
2025
Q1
$496K Sell
2024
Q4
$613K Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.37M Sell
2024
Q1
$1.63M Buy
2023
Q4
$171K Buy
2023
Q3
$129K Sell
2023
Q2
$127K Sell
2023
Q1
$135K Buy
2022
Q4
Sell
2022
Q3
$100K Buy
2022
Q2
$113K Hold
2022
Q1
$104K Buy
2021
Q4
$105K Sell
2021
Q3
$115K Hold
2021
Q2
$122K Sell
2021
Q1
$207K Sell
2020
Q4
$316K Buy
2020
Q3
$305K Buy