Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
2025
Q1
$191K Buy
2024
Q4
$228K Sell
2024
Q3
$234K Buy
2024
Q2
$181K Buy
2024
Q1
$143K Buy
2023
Q4
$15K Buy
2023
Q3
$14K Sell
2023
Q2
$22K Buy
2023
Q1
$10K Sell
2022
Q4
$14K Sell
2022
Q3
$62K Sell
2022
Q2
$108K Buy
2022
Q1
$103K Buy
2021
Q4
$61K Buy