Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$660K Buy
2025
Q3
$443K Sell
2025
Q2
$920K Sell
2025
Q1
$989K Buy
2024
Q4
$263K Buy
2024
Q3
$101K Buy
2024
Q2
$93.8K Buy
2024
Q1
$24.3K Buy
2023
Q4
Sell
2023
Q3
$71.6K Buy
2023
Q2
$68.5K Buy
2023
Q1
$32.3K Sell
2022
Q4
$89.3K Sell
2022
Q3
$149K Sell
2022
Q2
$281K Buy
2022
Q1
$238K Buy
2021
Q4
$100K Sell
2021
Q3
$119K Sell
2021
Q2
$129K Sell
2021
Q1
$362K Sell
2020
Q4
$2.75M Buy