Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
2025
Q1
$492K Buy
2024
Q4
$404K Buy
2024
Q3
$366K Buy
2024
Q2
$314K Sell
2024
Q1
$318K Sell
2023
Q4
$366K Sell
2023
Q3
$343K Sell
2023
Q2
$378K Sell
2023
Q1
$383K Buy
2022
Q4
$278K Buy