Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
2025
Q1
$452K Sell
2024
Q4
$2.48M Buy
2023
Q4
Sell
2023
Q3
$2.81M Buy
2023
Q2
$532K Sell
2023
Q1
$896K Buy
2022
Q4
Sell
2022
Q3
$364K Buy