Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
2025
Q1
$483K Buy
2024
Q4
$365K Sell
2024
Q3
$391K Buy
2024
Q2
$355K Sell
2024
Q1
$363K Hold
2023
Q4
$363K Buy
2023
Q3
$249K Sell
2023
Q2
$264K Buy
2023
Q1
$221K Hold
2022
Q4
$219K Buy
2022
Q3
Sell
2022
Q2
$203K Sell
2022
Q1
$217K Buy