Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
2025
Q1
$344K Buy
2024
Q4
$239K Buy
2024
Q3
$284K Buy
2024
Q2
$108K Buy
2024
Q1
$110K Sell
2023
Q4
$162K Sell
2023
Q3
$323K Buy
2023
Q2
$313K Buy
2023
Q1
$223K Buy
2022
Q4
$274K Sell
2022
Q3
$277K Buy
2022
Q2
$250K Sell
2022
Q1
$230K Buy
2021
Q4
$88K Buy