Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
2025
Q1
$289K Sell
2024
Q4
$401K Buy
2024
Q3
$270K Sell
2024
Q2
$349K Sell
2024
Q1
$372K Buy
2023
Q4
Sell
2023
Q3
$456K Buy
2023
Q2
$386K Sell
2023
Q1
$425K Sell
2022
Q4
$448K Sell
2022
Q3
$482K Buy
2022
Q2
$459K Sell
2022
Q1
$632K Sell
2021
Q4
$753K Buy
2021
Q3
$557K Buy
2021
Q2
$462K Buy
2021
Q1
$398K Buy
2020
Q4
$274K Buy