Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
2025
Q1
$437K Buy
2024
Q4
$438K Sell
2024
Q3
$717K Buy
2024
Q2
$835K Buy
2024
Q1
$728K Buy
2023
Q4
$261K Buy