Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$225K Buy
2023
Q4
Sell
2023
Q3
$452K Buy
2023
Q2
$424K Buy
2023
Q1
$350K Sell
2022
Q4
$349K Buy
2022
Q3
$288K Sell
2022
Q2
$432K Sell
2022
Q1
$508K Sell
2021
Q4
$636K Sell
2021
Q3
$544K Sell
2021
Q2
$583K Sell
2021
Q1
$643K Buy
2020
Q4
$508K Buy
2020
Q3
$457K Buy