Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$203K Buy
2025
Q1
$158K Sell
2024
Q4
$257K Sell
2024
Q3
$324K Sell
2024
Q2
$352K Sell
2024
Q1
$339K Sell
2023
Q4
$504K Buy
2023
Q3
$429K Sell
2023
Q2
$431K Sell
2023
Q1
$366K Sell
2022
Q4
$350K Buy
2022
Q3
$253K Buy
2022
Q2
$321K Sell
2022
Q1
$431K Sell
2021
Q4
$606K Buy
2021
Q3
$417K Sell
2021
Q2
$450K Buy
2021
Q1
$358K Sell
2020
Q4
$388K Buy