Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
2025
Q1
$166K Buy
2024
Q3
Sell
2024
Q2
$206K Buy
2024
Q1
$204K Buy
2023
Q4
$137K Sell
2023
Q3
$227K Sell
2023
Q2
$283K Buy
2023
Q1
$168K Sell
2022
Q4
$172K Sell
2022
Q3
$246K Buy