Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
2025
Q1
$98K Buy
2024
Q4
$61K Buy
2024
Q3
$73K Buy
2024
Q2
$22K Sell
2024
Q1
$58K Sell
2023
Q4
$87K Buy
2023
Q3
$9K Sell
2023
Q2
$15K Sell
2023
Q1
$80K Sell
2022
Q4
$66K Buy
2022
Q3
$40K Buy
2022
Q2
$48K Sell
2022
Q1
$57K Buy
2021
Q4
$30K Buy