Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
2025
Q1
$395K Buy
2024
Q4
$391K Buy
2024
Q3
$372K Buy
2024
Q2
$240K Buy
2024
Q1
$207K Buy
2023
Q4
$221K Sell
2023
Q3
$204K Sell
2023
Q2
$218K Buy
2023
Q1
$786K Buy
2022
Q4
$281K Buy
2022
Q3
Sell
2022
Q2
$273K Buy
2022
Q1
$282K Hold
2021
Q4
$261K Buy