Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$270K Sell
2024
Q3
$334K Buy
2024
Q2
$213K Sell
2024
Q1
$256K Sell
2023
Q4
$263K Buy
2023
Q2
Sell
2023
Q1
$379K Buy
2022
Q4
$315K Buy
2022
Q3
$238K Buy
2018
Q4
Sell
2018
Q3
$19K Buy