Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
2025
Q1
$281K Buy
2024
Q4
$228K Hold
2024
Q3
$267K Hold
2024
Q2
$353K Hold
2024
Q1
$503K Hold
2023
Q4
$572K Hold
2023
Q3
$405K Sell
2023
Q2
$414K Sell
2023
Q1
$410K Sell
2022
Q4
$332K Buy