Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
2025
Q1
$263K Sell
2024
Q4
$220K Buy
2024
Q3
$200K Buy
2024
Q1
Sell
2023
Q4
$202K Sell
2023
Q3
$207K Hold
2023
Q2
$226K Buy
2023
Q1
$228K Buy
2022
Q2
Sell
2022
Q1
$242K Buy
2021
Q2
Sell
2021
Q1
$162K Buy
2020
Q4
$148K Buy
2020
Q3
Sell
2020
Q2
$127K Buy
2019
Q4
$156K Buy