Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
2025
Q1
$312K Hold
2024
Q4
$292K Hold
2024
Q3
$289K Buy
2024
Q2
$280K Sell
2024
Q1
$337K Buy
2023
Q4
$288K Hold
2023
Q3
$243K Hold
2023
Q2
$246K Hold
2023
Q1
$218K Hold
2022
Q4
$226K Buy