Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$196K Hold
2024
Q4
$207K Hold
2024
Q3
$208K Hold
2024
Q2
$167K Hold
2024
Q1
$182K Sell
2023
Q4
$258K Sell
2023
Q3
$201K Sell
2023
Q2
$183K Hold
2023
Q1
$188K Hold
2022
Q4
$117K Buy
2022
Q3
$159K Buy
2022
Q2
$228K Buy
2022
Q1
$233K Buy
2021
Q4
$328K Sell
2021
Q3
$532K Sell
2021
Q2
$840K Buy