Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$383K Buy
2024
Q2
Sell
2024
Q1
$668K Sell
2023
Q4
$660K Sell
2023
Q3
$591K Sell
2023
Q2
$1.56M Buy