Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Hold
2025
Q1
$154K Buy
2024
Q4
$286K Buy
2024
Q3
$50K Hold
2024
Q2
$40K Buy
2024
Q1
$55K Sell
2023
Q4
$192K Sell
2023
Q3
$254K Buy
2023
Q2
$207K Buy
2023
Q1
$80K Sell
2022
Q4
$54K Hold
2022
Q3
$79K Buy
2022
Q2
$68K Buy