Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Sell
2025
Q1
$437K Sell
2024
Q4
$487K Hold
2024
Q3
$367K Sell
2024
Q2
$307K Sell
2024
Q1
$382K Buy
2022
Q1
Sell
2021
Q4
$227K Buy
2021
Q3
$203K Buy