Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$297K Buy
2024
Q3
$211K Sell
2024
Q2
$197K Buy
2024
Q1
Sell
2023
Q4
$342K Buy
2023
Q3
$200K Buy
2022
Q4
Sell
2022
Q3
$227K Buy
2022
Q2
$206K Buy
2022
Q1
Sell
2021
Q4
$244K Buy
2021
Q3
Sell
2021
Q2
$1.02M Buy
2021
Q1
$322K Buy