Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Buy
2022
Q4
Sell
2022
Q3
$428K Buy
2022
Q2
$536K Buy
2022
Q1
$482K Buy
2021
Q4
$367K Buy
2021
Q3
$324K Buy
2021
Q2
$283K Buy
2021
Q1
$264K Buy
2020
Q4
$274K Sell
2020
Q3
$459K Buy