Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
2025
Q1
$97.2K Sell
2024
Q4
$430K Sell
2024
Q3
$454K Sell
2024
Q2
$441K Sell
2024
Q1
$576K Sell
2023
Q4
$478K Buy
2023
Q3
$261K Buy
2023
Q2
$462K Sell
2023
Q1
$544K Hold
2022
Q4
$596K Sell
2022
Q3
$761K Sell
2022
Q2
$653K Buy
2022
Q1
$388K Buy
2021
Q4
$515K Buy