Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$709K Sell
2025
Q1
$774K Buy
2024
Q4
$915K Sell
2024
Q3
$851K Buy
2024
Q2
$769K Buy
2024
Q1
$617K Hold
2023
Q4
$692K Sell
2023
Q3
$626K Hold
2023
Q2
$709K Sell
2023
Q1
$644K Buy
2022
Q4
$500K Buy