Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$164K Sell
2025
Q1
$214K Sell
2024
Q4
$231K Buy
2024
Q3
$162K Sell
2024
Q2
$169K Sell
2024
Q1
$190K Buy
2023
Q4
$140K Sell
2023
Q3
$143K Buy
2023
Q2
$142K Sell
2023
Q1
$152K Sell
2022
Q4
$137K Buy
2022
Q3
$104K Buy
2022
Q2
$92K Buy
2022
Q1
$91K Buy
2021
Q4
$72K Buy