Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
2025
Q1
$356K Sell
2024
Q4
$384K Sell
2024
Q3
$363K Buy
2024
Q2
$308K Buy
2024
Q1
$301K Buy
2023
Q4
$306K Buy
2023
Q3
$230K Buy
2023
Q2
$195K Buy
2023
Q1
$185K Buy
2022
Q4
$106K Buy
2022
Q3
$71K Buy
2022
Q2
$63K Buy
2022
Q1
$80K Buy
2021
Q4
$86K Buy