Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
2025
Q1
$614K Sell
2024
Q4
$519K Buy
2024
Q3
$417K Buy
2024
Q2
$326K Sell
2024
Q1
$332K Hold
2023
Q4
$367K Buy
2023
Q3
Sell
2023
Q2
$2.91M Buy
2023
Q1
$220K Buy