Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
2025
Q1
$211K Sell
2024
Q4
$363K Buy
2024
Q3
$404K Sell
2024
Q2
$444K Sell
2024
Q1
$551K Sell
2023
Q4
$514K Sell
2023
Q3
$673K Sell
2023
Q2
$807K Sell
2023
Q1
$806K Buy
2022
Q4
$817K Buy
2022
Q3
$433K Buy
2022
Q2
$375K Buy
2022
Q1
$323K Buy
2021
Q4
$256K Buy
2021
Q3
$251K Buy
2021
Q2
$257K Sell
2021
Q1
$251K Buy
2020
Q4
$267K Buy