Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
2025
Q1
Sell
2024
Q4
$211K Hold
2024
Q3
$274K Hold
2024
Q2
$271K Hold
2024
Q1
$310K Hold
2023
Q4
$275K Hold
2023
Q3
$244K Hold
2023
Q2
$222K Hold
2023
Q1
$236K Sell
2022
Q4
$253K Sell
2022
Q3
$329K Sell
2022
Q2
$386K Hold
2022
Q1
$438K Buy