Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
2025
Q1
$308K Sell
2024
Q4
$278K Hold
2024
Q3
$268K Hold
2024
Q2
$228K Hold
2024
Q1
$259K Buy
2023
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$251K Buy