Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
2025
Q1
$345K Buy
2024
Q4
$246K Sell
2024
Q3
$287K Buy
2024
Q2
$296K Buy
2024
Q1
$261K Sell
2023
Q4
$325K Sell
2023
Q3
$278K Hold
2023
Q2
$267K Sell
2023
Q1
$405K Buy
2022
Q4
$216K Buy
2022
Q2
Sell
2022
Q1
$648K Buy
2021
Q4
$729K Sell
2021
Q3
$743K Buy
2021
Q2
$384K Buy
2021
Q1
$309K Sell
2020
Q4
$334K Buy