Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$213K Buy
2024
Q4
Sell
2024
Q3
$450K Sell
2024
Q2
$491K Buy
2023
Q4
Sell
2023
Q3
$239K Sell
2023
Q2
$263K Sell
2023
Q1
$279K Buy
2022
Q4
$264K Buy
2022
Q3
$201K Sell
2022
Q2
$281K Buy