Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$440K Sell
2024
Q3
$480K Sell
2024
Q2
$876K Sell
2024
Q1
$964K Hold
2023
Q4
$845K Sell
2023
Q3
$714K Buy
2021
Q3
Sell
2021
Q2
$220K Buy
2020
Q1
Sell
2019
Q4
$214K Buy