Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2025
Q1
$218K Buy
2024
Q4
$223K Buy
2024
Q3
$216K Sell
2024
Q2
$481K Sell
2024
Q1
$726K Buy
2023
Q4
$203K Sell
2023
Q3
$359K Sell
2023
Q2
$826K Sell
2023
Q1
$795K Sell
2022
Q4
$896K Sell
2022
Q3
$811K Buy
2022
Q2
$710K Sell
2022
Q1
$832K Hold
2021
Q4
$777K Buy