Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
2025
Q1
$391K Sell
2024
Q4
$341K Buy
2024
Q3
$376K Buy
2024
Q2
$322K Sell
2024
Q1
$451K Buy
2023
Q4
$383K Buy
2023
Q3
$365K Buy
2023
Q2
$333K Buy
2023
Q1
$323K Buy
2022
Q4
$295K Buy
2022
Q3
$260K Buy
2022
Q2
$297K Buy
2022
Q1
$253K Buy
2021
Q4
$232K Buy