Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
2023
Q1
Sell
2022
Q4
$221K Buy
2022
Q3
$224K Buy
2022
Q2
$171K Sell
2022
Q1
$499K Sell
2021
Q4
$676K Buy
2021
Q3
$898K Buy
2021
Q2
$411K Buy
2021
Q1
$243K Buy
2020
Q4
$208K Sell
2020
Q3
$438K Buy