Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
2025
Q1
$272K Sell
2024
Q4
$282K Sell
2024
Q3
$293K Sell
2024
Q2
$236K Sell
2024
Q1
$253K Buy
2023
Q4
Sell
2023
Q3
$495K Buy
2023
Q2
$584K Sell
2023
Q1
$541K Buy
2022
Q4
$628K Buy
2022
Q3
$451K Sell
2022
Q2
$478K Buy
2022
Q1
$500K Buy
2021
Q4
$400K Buy