Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
2025
Q1
$206K Buy
2024
Q3
Sell
2024
Q2
$441K Buy
2024
Q1
Sell
2023
Q4
$512K Buy
2023
Q3
$423K Buy
2023
Q2
$314K Buy
2023
Q1
Sell
2022
Q4
$500K Buy
2022
Q3
$391K Buy