Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
2025
Q1
$347K Buy
2024
Q4
$437K Sell
2024
Q3
$423K Hold
2024
Q2
$315K Hold
2024
Q1
$363K Hold
2023
Q4
$333K Buy
2023
Q3
$294K Sell
2023
Q2
$363K Hold
2023
Q1
$413K Hold
2022
Q4
$387K Sell
2022
Q3
$476K Hold
2022
Q2
$387K Hold
2022
Q1
$641K Buy
2021
Q4
$1.03M Sell
2021
Q3
$1.47M Sell
2021
Q2
$1.73M Sell
2021
Q1
$1.59M Hold
2020
Q4
$1.53M Hold
2020
Q3
$1.28M Buy
2020
Q2
$1.05M Sell
2020
Q1
$588K Buy