Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
2025
Q1
$696K Buy
2024
Q4
$760K Sell
2024
Q3
$712K Sell
2024
Q2
$652K Hold
2024
Q1
$1.28M Sell
2023
Q4
$1.77M Hold
2023
Q3
$1.71M Buy
2023
Q2
$1.18M Buy
2023
Q1
$1.03M Hold
2022
Q4
$1.06M Buy