Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
2025
Q1
$512K Buy
2024
Q4
$457K Sell
2024
Q3
$378K Sell
2024
Q2
$328K Buy
2024
Q1
$345K Buy
2023
Q4
$267K Hold
2023
Q3
$291K Sell
2023
Q2
$290K Buy
2023
Q1
$239K Buy
2022
Q4
$223K Buy