Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
2025
Q1
$247K Buy
2024
Q4
$234K Sell
2024
Q3
$226K Sell
2024
Q2
$218K Buy
2024
Q1
$229K Buy
2023
Q4
$231K Sell
2023
Q3
$247K Buy
2023
Q2
$237K Sell
2023
Q1
$241K Buy