Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
2025
Q1
$231K Sell
2024
Q4
$643K Buy
2024
Q3
$99.8K Sell
2024
Q2
$330K Buy
2024
Q1
$139K Sell
2023
Q4
$199K Sell
2023
Q3
$1.36M Buy
2023
Q2
$168K Buy
2023
Q1
$131K Sell
2022
Q4
$125K Buy
2022
Q3
$2K Buy