Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$335K Sell
2024
Q4
$768K Buy
2024
Q3
$550K Buy
2024
Q1
Sell
2023
Q4
$662K Buy
2021
Q2
Sell
2021
Q1
$1.45M Buy
2020
Q2
Sell
2020
Q1
$291K Sell
2019
Q4
$423K Buy