Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
2025
Q1
Sell
2024
Q4
$255K Sell
2024
Q3
$841K Sell
2024
Q2
$1.55M Sell
2024
Q1
$1.83M Sell
2023
Q4
$1.5M Buy
2023
Q3
$1.25M Buy
2023
Q2
$1.07M Buy
2023
Q1
$611K Buy