Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
2025
Q1
$543K Sell
2024
Q4
$685K Buy
2024
Q3
$216K Buy
2024
Q2
$228K Sell
2024
Q1
$304K Buy
2023
Q4
$237K Buy
2023
Q3
$194K Buy
2023
Q2
$247K Buy
2022
Q4
Sell
2022
Q3
$109K Buy