Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$286K Sell
2024
Q3
$797K Buy
2024
Q2
$355K Buy
2024
Q1
Sell
2023
Q4
$304K Sell
2023
Q3
$394K Buy
2023
Q2
$409K Buy
2023
Q1
$299K Buy
2022
Q3
$298K Buy
2020
Q4
Sell
2020
Q3
$414K Buy
2020
Q2
$404K Buy