Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$758K Buy
2024
Q3
$621K Buy
2024
Q2
$241K Buy
2024
Q1
Sell
2023
Q4
$493K Buy
2023
Q3
$273K Buy
2023
Q2
$62.7K Sell
2023
Q1
$282K Buy
2022
Q4
Sell
2022
Q3
$215K Buy
2022
Q2
$32K Buy
2022
Q1
Sell
2021
Q4
$43K Buy