Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Hold
2025
Q1
$316K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2022
Q4
Sell
2022
Q3
$259K Sell
2022
Q2
$247K Sell
2022
Q1
$417K Sell
2021
Q4
$447K Buy
2021
Q3
$427K Buy
2021
Q2
$423K Hold
2021
Q1
$381K Buy
2020
Q4
$342K Buy