Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$115K Sell
2024
Q3
$430K Buy
2024
Q2
$200K Sell
2024
Q1
$420K Buy
2023
Q4
Sell
2023
Q3
$1.08M Buy
2019
Q4
Sell
2019
Q3
$709K Buy