Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$500K Hold
2024
Q4
$564K Sell
2024
Q3
$736K Hold
2024
Q2
$569K Hold
2024
Q1
$607K Hold
2023
Q4
$525K Hold
2023
Q3
$447K Hold
2023
Q2
$476K Sell
2023
Q1
$435K Buy
2022
Q4
$346K Hold
2022
Q3
$299K Buy
2022
Q2
$284K Buy