Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$718K Buy
2024
Q4
$504K Sell
2024
Q3
$738K Buy
2024
Q2
$476K Buy
2024
Q1
$468K Buy
2023
Q4
$292K Sell
2023
Q3
$292K Buy
2023
Q2
$244K Hold
2023
Q1
$228K Hold
2022
Q4
$209K Buy