Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$206K Sell
2024
Q3
$355K Sell
2024
Q2
$550K Sell
2024
Q1
$586K Sell
2023
Q4
$535K Buy
2023
Q3
$482K Sell
2023
Q2
$576K Sell
2023
Q1
$538K Hold
2022
Q4
$561K Buy