Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
2025
Q1
$467K Buy
2024
Q4
$447K Buy
2024
Q3
$392K Sell
2024
Q2
$403K Buy
2024
Q1
$421K Buy
2023
Q4
$425K Sell
2023
Q3
$453K Buy
2023
Q2
$434K Buy
2023
Q1
$421K Buy
2022
Q4
$382K Hold
2022
Q3
$382K Buy