Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
2025
Q1
$323K Buy
2024
Q4
$298K Buy
2024
Q3
$241K Buy
2024
Q2
$204K Sell
2024
Q1
$221K Sell
2023
Q4
$226K Buy
2023
Q3
$211K Buy
2022
Q4
Sell
2022
Q3
$54K Buy