Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
2025
Q1
$406K Buy
2024
Q4
$47K Buy
2024
Q3
$2K Sell
2024
Q2
$4K Sell
2024
Q1
$11K Buy
2023
Q4
$11K Sell
2023
Q3
$13K Buy
2023
Q2
Sell
2023
Q1
$15K Sell
2022
Q4
$19K Sell
2022
Q3
$42K Buy
2022
Q2
$29K Sell
2022
Q1
$64K Sell
2021
Q4
$1.07M Buy
2021
Q3
$456K Sell
2021
Q2
$499K Buy