Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$51K Sell
2025
Q1
$93K Hold
2024
Q4
$97K Hold
2024
Q3
$151K Sell
2024
Q2
$6.03M Buy
2024
Q1
$5.48M Buy
2023
Q4
$146K Sell
2023
Q3
$118K Sell
2023
Q2
$4.94M Buy