Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
2025
Q1
$1K Sell
2024
Q4
$186K Sell
2024
Q3
$410K Sell
2024
Q2
$450K Sell
2024
Q1
$1M Hold
2023
Q4
$1.02M Sell
2023
Q3
$980K Buy
2023
Q2
$806K Sell
2023
Q1
$1.04M Buy
2022
Q4
$744K Hold
2022
Q3
$638K Hold
2022
Q2
$689K Buy
2022
Q1
$644K Buy
2021
Q4
$414K Hold
2021
Q3
$391K Hold
2021
Q2
$449K Sell
2021
Q1
$499K Hold
2020
Q4
$461K Hold
2020
Q3
$510K Buy