Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Hold
2025
Q1
$203K Sell
2024
Q4
$1.82M Sell
2024
Q3
$2.21M Sell
2024
Q2
$1.75M Hold
2024
Q1
$1.87M Buy
2023
Q4
$1.61M Buy
2023
Q3
$280K Buy
2022
Q2
Sell
2022
Q1
$1.01M Buy