Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
2025
Q1
$529K Buy
2024
Q4
$258K Buy
2024
Q3
$322K Buy
2024
Q2
$295K Sell
2024
Q1
$660K Buy
2023
Q4
$428K Sell
2023
Q3
$367K Buy
2023
Q2
$376K Buy
2023
Q1
$399K Buy
2022
Q4
$51K Hold
2022
Q3
$41K Buy
2022
Q2
$44K Buy
2022
Q1
$38K Buy
2019
Q1
Sell
2018
Q4
$8K Buy