Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
2025
Q1
$314K Hold
2024
Q4
$268K Buy
2024
Q3
$252K Sell
2024
Q2
$217K Hold
2024
Q1
$233K Buy
2023
Q4
$152K Hold
2023
Q3
$142K Sell
2023
Q2
$4.88K Buy
2023
Q1
$215K Hold
2022
Q4
$229K Buy
2022
Q3
$128K Hold
2022
Q2
$153K Buy
2022
Q1
$90K Buy