Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$239K Sell
2024
Q4
$208K Sell
2024
Q3
$206K Buy
2023
Q3
Sell
2023
Q2
$183K Sell
2023
Q1
$254K Buy
2022
Q4
Sell
2022
Q3
$198K Buy
2022
Q2
$231K Sell
2022
Q1
$279K Sell
2021
Q4
$420K Buy