Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$513K Sell
2024
Q3
$553K Hold
2024
Q2
$609K Sell
2024
Q1
$832K Buy
2023
Q4
$1M Hold
2023
Q3
$780K Hold
2023
Q2
$1.14M Buy
2023
Q1
$1.02M Sell
2022
Q4
$861K Hold
2022
Q3
$879K Buy