Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
2025
Q1
$420K Sell
2024
Q4
$708K Sell
2024
Q3
$461K Buy
2024
Q2
$222K Sell
2024
Q1
$238K Buy
2023
Q4
$333K Sell
2023
Q3
$344K Buy
2023
Q2
$354K Sell
2023
Q1
$337K Sell
2022
Q4
$201K Sell
2022
Q3
$450K Buy
2022
Q2
$371K Buy
2022
Q1
$581K Sell
2021
Q4
$1.25M Buy
2021
Q3
$388K Hold
2021
Q2
$340K Buy
2021
Q1
$317K Buy
2020
Q4
$330K Hold
2020
Q3
$201K Buy