Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
2025
Q1
$340K Buy
2024
Q4
$273K Sell
2024
Q3
$300K Buy
2024
Q2
$216K Sell
2024
Q1
$208K Buy
2022
Q2
Sell
2022
Q1
$210K Buy
2021
Q1
Sell
2020
Q4
$750K Sell
2020
Q3
$737K Buy
2020
Q2
$648K Buy
2020
Q1
$481K Buy