Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Buy
2024
Q2
Sell
2024
Q1
$984K Buy
2023
Q2
Sell
2023
Q1
$582K Buy
2021
Q4
Sell
2021
Q3
$412K Buy