Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
2025
Q1
$225K Sell
2024
Q4
$272K Buy
2024
Q3
$155K Buy
2024
Q2
$149K Buy
2024
Q1
$106K Buy
2023
Q4
$94K Hold
2023
Q3
$68K Buy