Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$996K Buy
2024
Q1
Sell
2023
Q4
$212K Sell
2023
Q3
$254K Buy
2023
Q2
$249K Sell
2023
Q1
$304K Buy
2022
Q4
$200K Buy
2022
Q1
Sell
2021
Q4
$1.08M Buy
2021
Q3
$532K Buy
2021
Q2
$357K Buy
2020
Q1
Sell
2019
Q4
$28K Buy