Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
2025
Q1
$533K Sell
2024
Q4
$597K Buy
2024
Q3
$630K Sell
2024
Q2
$621K Buy
2024
Q1
$606K Buy
2023
Q4
$506K Buy
2023
Q3
$393K Buy
2023
Q2
$393K Buy
2023
Q1
$372K Buy
2022
Q4
$406K Hold
2022
Q3
$346K Buy
2022
Q2
$381K Hold
2022
Q1
$376K Hold
2021
Q4
$429K Hold
2021
Q3
$312K Buy