Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
2025
Q1
$973K Sell
2024
Q4
$1.24M Buy
2024
Q3
$423K Buy
2024
Q2
$341K Buy
2024
Q1
$332K Buy
2023
Q4
$182K Hold
2023
Q3
$150K Sell
2023
Q2
$138K Sell
2023
Q1
$131K Buy