Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
2025
Q1
$311K Sell
2024
Q4
$479K Sell
2024
Q3
$472K Buy
2024
Q2
$475K Buy
2024
Q1
$421K Buy
2023
Q4
$367K Buy
2023
Q3
$292K Sell
2023
Q2
$280K Buy
2023
Q1
$220K Buy
2022
Q4
Sell
2022
Q3
$246K Sell
2022
Q2
$395K Sell
2022
Q1
$439K Buy
2021
Q4
$423K Buy