Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$229K Hold
2024
Q4
$297K Sell
2024
Q3
$539K Buy
2024
Q1
Sell
2023
Q4
$493K Sell
2023
Q3
$388K Hold
2023
Q2
$463K Hold
2023
Q1
$581K Sell
2022
Q4
$541K Sell
2022
Q3
$564K Sell
2022
Q2
$542K Sell
2022
Q1
$1.38M Buy
2021
Q4
$1.45M Buy
2021
Q3
$1.08M Buy
2021
Q2
$924K Hold
2021
Q1
$757K Hold
2020
Q4
$675K Hold
2020
Q3
$600K Hold
2020
Q2
$458K Hold
2020
Q1
$356K Buy