Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
2025
Q1
$456K Sell
2024
Q4
$520K Buy
2024
Q3
$609K Hold
2024
Q2
$515K Hold
2024
Q1
$690K Hold
2023
Q4
$565K Hold
2023
Q3
$546K Hold
2023
Q2
$529K Buy
2017
Q3
Sell
2017
Q2
$192K Buy