Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$255K Hold
2024
Q3
$228K Buy
2024
Q1
Sell
2023
Q4
$150K Buy
2023
Q3
Sell
2023
Q2
$147K Buy
2022
Q4
Sell
2022
Q3
$143K Sell
2022
Q2
$138K Sell
2022
Q1
$204K Buy
2021
Q4
$198K Hold
2021
Q3
$191K Sell
2021
Q2
$233K Buy