Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$252K Sell
2024
Q3
$291K Sell
2024
Q2
$274K Buy
2024
Q1
$289K Buy
2023
Q4
$245K Sell
2023
Q3
$241K Buy
2023
Q2
$218K Sell
2023
Q1
$262K Sell
2022
Q4
$272K Buy
2022
Q3
$218K Buy
2022
Q2
$244K Sell
2022
Q1
$282K Buy
2021
Q4
$217K Buy