Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
2025
Q1
Sell
2024
Q4
$47.7K Sell
2024
Q3
$242K Sell
2024
Q2
$422K Sell
2024
Q1
$617K Sell
2023
Q4
$759K Buy
2023
Q3
$225K Sell
2023
Q2
$221K Hold
2023
Q1
$221K Sell
2022
Q4
$261K Buy