Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
2025
Q1
$491K Buy
2024
Q4
$480K Buy
2024
Q3
$319K Sell
2024
Q2
$293K Buy
2024
Q1
$282K Buy
2023
Q4
$277K Buy
2023
Q3
$208K Sell
2023
Q2
$232K Sell
2023
Q1
$244K Sell
2022
Q4
$234K Sell
2022
Q3
$256K Buy
2022
Q2
$266K Buy
2022
Q1
$284K Sell
2021
Q4
$385K Sell
2021
Q3
$320K Buy
2021
Q1
$233K Buy