Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$670K Buy
2024
Q4
Sell
2024
Q3
$317K Buy
2024
Q2
$287K Buy
2024
Q1
$251K Hold
2023
Q4
$324K Hold
2023
Q3
$291K Hold
2023
Q2
$310K Buy
2023
Q1
$415K Sell
2022
Q4
$377K Hold
2022
Q3
$396K Buy
2022
Q2
$442K Sell
2022
Q1
$980K Sell
2021
Q4
$1.48M Buy
2021
Q3
$2.24M Buy
2021
Q2
$2.97M Buy
2021
Q1
$2.58M Sell
2020
Q4
$2.94M Sell
2020
Q3
$3.83M Buy