Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127K Hold
2025
Q1
$137K Hold
2024
Q4
$171K Hold
2024
Q3
$205K Sell
2024
Q2
$223K Sell
2024
Q1
$166K Buy
2023
Q4
$111K Buy
2023
Q3
$127K Buy
2023
Q2
$263K Buy
2023
Q1
$252K Sell
2022
Q4
$289K Buy
2022
Q3
$262K Buy
2022
Q2
$317K Buy
2022
Q1
$391K Buy
2021
Q4
$297K Buy