Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$180K Buy
2024
Q4
Sell
2024
Q3
$429K Buy
2024
Q2
Sell
2024
Q1
$260K Buy
2022
Q1
Sell
2021
Q4
$318K Sell
2021
Q3
$449K Buy
2021
Q2
$542K Buy
2021
Q1
$565K Buy
2020
Q4
$561K Sell
2020
Q3
$408K Buy
2020
Q2
$328K Buy