Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Hold
2025
Q1
$256K Sell
2024
Q4
$336K Hold
2024
Q3
$344K Sell
2024
Q2
$290K Buy
2024
Q1
$251K Hold
2023
Q4
$211K Sell
2023
Q3
$220K Buy
2023
Q2
$238K Buy