Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$254K Buy
2024
Q3
$261K Buy
2024
Q2
$216K Sell
2024
Q1
$218K Sell
2023
Q4
$276K Buy
2023
Q3
Sell
2023
Q2
$330K Buy
2023
Q1
$328K Sell
2022
Q4
$389K Sell
2022
Q3
$367K Buy
2022
Q2
$386K Sell
2022
Q1
$410K Buy
2021
Q4
$289K Buy