Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
2025
Q1
$394K Buy
2024
Q4
$396K Buy
2024
Q3
$334K Buy
2024
Q2
$220K Sell
2024
Q1
$364K Buy
2023
Q1
Sell
2022
Q4
$972K Sell
2022
Q3
$1.47M Sell
2022
Q2
$17.2K Buy
2022
Q1
$17.4K Sell
2021
Q4
$20.4K Buy
2020
Q1
Sell
2019
Q4
$540K Buy