Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
2024
Q4
Sell
2024
Q3
$242K Buy
2024
Q2
$249K Sell
2024
Q1
$214K Buy
2022
Q2
Sell
2022
Q1
$287K Sell
2021
Q4
$932K Buy
2021
Q3
$664K Buy
2021
Q2
$288K Buy
2021
Q1
$266K Buy