Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
2025
Q1
$210K Buy
2024
Q4
$232K Sell
2024
Q3
$268K Buy
2024
Q2
$290K Sell
2024
Q1
$505K Buy
2023
Q4
$410K Buy
2023
Q3
$382K Sell
2023
Q2
$412K Buy
2023
Q1
$450K Buy
2022
Q4
$419K Buy
2022
Q3
$315K Hold
2022
Q2
$347K Buy
2022
Q1
$287K Buy
2021
Q4
$263K Buy