Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$143K Sell
2025
Q1
$147K Sell
2024
Q4
$146K Sell
2024
Q3
$178K Sell
2024
Q2
$245K Sell
2024
Q1
$263K Sell
2023
Q4
$244K Sell
2023
Q3
$254K Sell
2023
Q2
$325K Buy
2023
Q1
$229K Buy
2022
Q4
$139K Buy
2022
Q1
Sell
2021
Q4
$852K Buy
2021
Q3
$217K Sell
2021
Q2
$255K Buy
2021
Q1
$172K Buy