Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
2025
Q1
$267K Buy
2024
Q4
$271K Sell
2024
Q3
$292K Hold
2024
Q2
$292K Sell
2024
Q1
$291K Sell
2023
Q4
$248K Hold
2023
Q3
$250K Hold
2023
Q2
$243K Sell
2023
Q1
$224K Buy
2022
Q4
$201K Sell
2022
Q3
$226K Sell
2022
Q2
$280K Sell
2022
Q1
$347K Buy
2021
Q4
$341K Buy