Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
2024
Q2
Sell
2024
Q1
$280K Sell
2023
Q4
$359K Sell
2023
Q3
$269K Sell
2023
Q2
$349K Sell
2023
Q1
$347K Buy
2022
Q4
$253K Sell
2022
Q3
$271K Buy
2022
Q2
$315K Buy
2022
Q1
$305K Buy
2021
Q4
$317K Sell
2021
Q3
$328K Buy
2021
Q1
$394K Buy