Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$507K Sell
2025
Q1
$502K Buy
2024
Q4
$391K Buy
2024
Q3
$305K Sell
2024
Q2
$402K Buy
2024
Q1
$194K Buy
2023
Q4
$147K Sell
2023
Q3
$161K Buy
2023
Q2
$123K Buy
2023
Q1
$83.7K Sell
2022
Q4
$98.7K Buy
2022
Q3
$38K Buy
2022
Q2
$1K Buy