Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
2025
Q1
$256K Sell
2024
Q4
$337K Buy
2024
Q3
$273K Sell
2024
Q2
$284K Sell
2024
Q1
$238K Buy
2023
Q3
Sell
2023
Q2
$220K Sell
2023
Q1
$252K Sell
2022
Q4
$233K Sell
2022
Q3
$248K Buy
2022
Q2
$288K Buy
2022
Q1
$365K Hold
2021
Q4
$421K Hold
2021
Q3
$390K Buy
2021
Q2
$349K Buy
2021
Q1
$340K Hold
2020
Q4
$314K Buy