Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
2025
Q1
$305K Buy
2024
Q4
$240K Sell
2024
Q3
$257K Buy
2024
Q2
$222K Sell
2024
Q1
$306K Sell
2023
Q4
$317K Buy
2023
Q3
$269K Buy
2023
Q2
$272K Buy
2023
Q1
$217K Buy