Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
2025
Q1
$351K Hold
2024
Q4
$306K Buy
2024
Q3
Sell
2024
Q2
$389K Hold
2024
Q1
$433K Sell
2023
Q4
$399K Sell
2023
Q3
$427K Hold
2023
Q2
$420K Hold
2023
Q1
$419K Sell
2022
Q4
$449K Sell
2022
Q3
$411K Hold
2022
Q2
$761K Buy
2022
Q1
$505K Hold
2021
Q4
$511K Hold
2021
Q3
$443K Buy