Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
2025
Q1
$597K Buy
2024
Q4
$758K Buy
2024
Q3
$894K Buy
2024
Q2
$1.09M Sell
2024
Q1
$970K Buy
2023
Q4
$1.23M Buy
2023
Q3
$535K Sell
2023
Q2
$738K Hold
2023
Q1
$750K Buy