Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$237K Buy
2024
Q2
Sell
2024
Q1
$221K Sell
2023
Q4
$211K Buy
2023
Q3
$178K Hold
2023
Q2
$189K Hold
2023
Q1
$228K Hold
2022
Q4
$218K Buy
2021
Q3
Sell
2021
Q2
$417K Buy
2020
Q1
$441K Buy
2019
Q4
$273K Sell
2019
Q3
$463K Buy
2019
Q2
$375K Sell
2019
Q1
$376K Buy
2018
Q4
$308K Hold
2018
Q3
$365K Sell
2018
Q2
$371K Buy