Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Hold
2025
Q1
$597K Sell
2024
Q4
$943K Sell
2024
Q3
$1.23M Buy
2024
Q2
$790K Hold
2024
Q1
$1M Hold
2023
Q4
$989K Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.12M Buy
2023
Q1
$831K Hold
2022
Q4
$676K Buy