Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
2025
Q1
$965K Buy
2024
Q4
$192K Buy
2024
Q3
$241K Sell
2024
Q2
$117K Sell
2024
Q1
$481K Buy
2023
Q4
$454K Buy
2023
Q3
$30.8K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Hold