Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
2025
Q1
$293K Buy
2024
Q4
$224K Sell
2024
Q3
$374K Buy
2024
Q2
$338K Buy
2024
Q1
$246K Sell
2023
Q4
$218K Buy
2023
Q3
Sell
2023
Q2
$204K Buy
2022
Q1
Sell
2021
Q4
$204K Buy