Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$742K Buy
2025
Q1
$385K Buy
2024
Q4
$252K Buy
2024
Q3
$308K Hold
2024
Q2
$299K Sell
2024
Q1
$278K Buy
2023
Q4
$276K Hold
2023
Q3
$257K Sell
2023
Q2
$214K Sell
2023
Q1
$261K Buy
2022
Q4
$212K Buy