Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
2025
Q1
$291K Buy
2024
Q4
$421K Hold
2024
Q3
$273K Buy
2024
Q2
$205K Buy
2024
Q1
Sell
2023
Q4
$258K Hold
2023
Q3
$259K Buy
2023
Q2
$258K Buy
2022
Q4
Sell
2022
Q3
$215K Sell
2022
Q2
$223K Hold
2022
Q1
$356K Hold
2021
Q4
$349K Buy
2021
Q3
$236K Hold
2021
Q2
$207K Buy