Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$273K Sell
2025
Q2
$820K Hold
2025
Q1
$609K Buy
2024
Q3
Sell
2024
Q2
$516K Hold
2024
Q1
$530K Buy
2022
Q1
Sell
2021
Q4
$318K Sell
2021
Q3
$236K Hold
2021
Q2
$262K Hold
2021
Q1
$252K Hold
2020
Q4
$243K Hold
2020
Q3
$183K Hold
2020
Q2
$249K Buy