Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
2025
Q1
$327K Buy
2024
Q4
$342K Buy
2024
Q3
$225K Buy
2024
Q2
Sell
2024
Q1
$246K Buy
2023
Q4
$13.7K Buy
2023
Q3
$14.6K Buy
2023
Q1
Sell
2022
Q4
$713K Buy
2022
Q3
$59K Buy
2022
Q2
Sell
2022
Q1
$191K Sell
2021
Q4
$389K Sell
2021
Q3
$1.35M Sell
2021
Q2
$1.96M Buy
2021
Q1
$1.37M Buy
2020
Q4
$663K Buy