Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
2025
Q1
$397K Sell
2024
Q4
$342K Buy
2024
Q3
$348K Sell
2024
Q2
$401K Sell
2024
Q1
$416K Sell
2023
Q4
$430K Sell
2023
Q3
$610K Buy
2023
Q2
$420K Buy
2023
Q1
$404K Buy
2022
Q4
$314K Buy