Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$217K Buy
2022
Q4
Sell
2022
Q3
$360K Sell
2022
Q2
$420K Buy
2022
Q1
$394K Buy
2021
Q4
$401K Sell
2021
Q3
$795K Buy
2021
Q2
$864K Buy
2021
Q1
$879K Buy
2020
Q4
$777K Buy