Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$193K Sell
2025
Q1
$304K Buy
2024
Q4
$312K Buy
2024
Q3
$163K Buy
2024
Q2
$120K Hold
2024
Q1
$140K Buy
2023
Q4
$93K Buy
2023
Q3
$56K Buy