Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$202K Sell
2025
Q3
$377K Sell
2025
Q2
$1.1M Buy
2025
Q1
$407K Buy
2024
Q4
$314K Buy
2024
Q3
$240K Sell
2024
Q2
$424K Buy
2024
Q1
$251K Sell
2023
Q4
$527K Buy
2023
Q3
$287K Buy
2023
Q2
$202K Sell
2023
Q1
$318K Buy
2022
Q4
$140K Buy
2022
Q3
Sell
2022
Q2
$99.9K Sell
2022
Q1
$1.38M Sell
2021
Q4
$1.51M Sell
2021
Q3
$2.17M Buy
2021
Q2
$460K Sell
2021
Q1
$541K Buy
2020
Q4
$265K Buy