Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$292K Sell
2024
Q4
$354K Buy
2024
Q3
$353K Buy
2024
Q2
$325K Buy
2024
Q1
$341K Sell
2023
Q4
$860K Sell
2023
Q3
$764K Buy
2023
Q2
$872K Buy
2023
Q1
$764K Buy
2022
Q4
$786K Buy
2022
Q3
$668K Buy
2022
Q2
$800K Buy
2022
Q1
$474K Buy