Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
2025
Q1
$492K Hold
2024
Q4
$421K Hold
2024
Q3
$443K Hold
2024
Q2
$485K Sell
2024
Q1
$464K Sell
2023
Q4
$917K Buy
2023
Q3
$467K Hold
2023
Q2
$438K Sell
2023
Q1
$419K Sell
2022
Q4
$426K Hold
2022
Q3
$372K Sell
2022
Q2
$438K Hold
2022
Q1
$460K Buy