Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$586K Buy
2025
Q1
$359K Buy
2024
Q4
$42.5K Buy
2024
Q3
Hold
2024
Q2
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2022
Q1
Sell
2021
Q4
$181K Sell
2021
Q3
$1.7M Buy
2021
Q2
$56K Buy