Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$203K Sell
2024
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$271K Hold
2021
Q4
$308K Sell
2021
Q3
$280K Buy
2021
Q2
$273K Hold
2021
Q1
$266K Sell
2020
Q4
$280K Sell
2020
Q3
$253K Sell
2020
Q2
$428K Sell
2020
Q1
$486K Buy
2019
Q4
$575K Buy