Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$265K Buy
2024
Q3
$301K Sell
2024
Q2
$630K Buy
2024
Q1
$775K Buy
2023
Q4
$708K Sell
2023
Q3
$624K Buy
2023
Q2
$719K Buy
2023
Q1
$796K Sell
2022
Q4
$760K Sell
2022
Q3
$542K Buy
2022
Q2
$646K Buy
2022
Q1
$846K Hold
2021
Q4
$1.05M Hold
2021
Q3
$913K Sell
2021
Q2
$981K Sell
2021
Q1
$909K Sell
2020
Q4
$1.03M Buy