Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
2025
Q1
$380K Buy
2024
Q4
$360K Buy
2024
Q3
$403K Buy
2024
Q2
$260K Sell
2024
Q1
$292K Buy
2023
Q4
$339K Sell
2023
Q3
$306K Sell
2023
Q2
$324K Buy
2023
Q1
$310K Buy
2022
Q4
Sell
2022
Q3
$208K Buy
2022
Q2
$237K Sell
2022
Q1
$345K Hold
2021
Q4
$345K Buy
2021
Q3
$272K Buy