Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$47.3K Buy
2023
Q1
Sell
2022
Q4
$205K Sell
2022
Q3
$300K Buy
2022
Q1
Sell
2021
Q4
$248K Sell
2021
Q3
$322K Buy
2021
Q2
$376K Buy
2021
Q1
$335K Sell
2020
Q4
$305K Buy
2020
Q3
$211K Buy
2015
Q3
Sell
2015
Q2
$264K Sell
2015
Q1
$628K Buy