Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
2025
Q1
$445K Buy
2024
Q4
$397K Buy
2024
Q3
$339K Buy
2024
Q2
$323K Buy
2024
Q1
$339K Sell
2023
Q4
$340K Sell
2023
Q3
$308K Buy
2023
Q2
$305K Buy
2023
Q1
$255K Sell
2022
Q4
$241K Buy
2022
Q3
Sell
2022
Q2
$211K Buy
2022
Q1
$237K Buy
2021
Q4
$232K Buy
2021
Q3
Sell
2021
Q2
$307K Sell
2021
Q1
$321K Buy