Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$540K Sell
2025
Q1
$496K Sell
2024
Q4
$530K Sell
2024
Q3
$696K Buy
2024
Q2
$545K Buy
2024
Q1
$343K Buy
2023
Q4
$732K Buy
2023
Q3
$754K Buy
2023
Q2
$489K Buy
2023
Q1
$160K Buy
2022
Q2
Sell
2022
Q1
$349K Buy
2021
Q4
$704K Buy