Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$340K Buy
2024
Q3
Sell
2024
Q2
$259K Sell
2024
Q1
$344K Sell
2023
Q4
$1.11M Buy
2023
Q3
$621K Sell
2023
Q2
$661K Buy
2022
Q3
Sell
2022
Q2
$359K Sell
2022
Q1
$729K Buy
2021
Q4
$348K Sell
2021
Q3
$424K Sell
2021
Q2
$588K Sell
2021
Q1
$598K Buy
2020
Q4
$453K Buy
2020
Q3
$305K Buy
2020
Q2
$264K Buy
2020
Q1
$110K Hold
2019
Q4
$164K Buy