Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$221K Sell
2024
Q4
$1.47M Buy
2024
Q3
$761K Sell
2024
Q2
$632K Hold
2024
Q1
$562K Hold
2023
Q4
$472K Buy