Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$176K Hold
2025
Q1
$169K Hold
2024
Q4
$210K Sell
2024
Q3
$350K Sell
2024
Q2
$406K Hold
2024
Q1
$482K Hold
2023
Q4
$532K Hold
2023
Q3
$427K Sell
2023
Q2
$629K Hold
2023
Q1
$679K Sell
2022
Q4
$798K Hold
2022
Q3
$814K Hold
2022
Q2
$878K Sell
2022
Q1
$1.31M Hold
2021
Q4
$1.74M Sell
2021
Q3
$2.39M Buy