Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
2025
Q1
$495K Hold
2024
Q4
$446K Hold
2024
Q3
$388K Sell
2024
Q2
$372K Buy
2024
Q1
Sell
2023
Q4
$381K Sell
2023
Q3
$337K Buy
2023
Q2
$289K Hold
2023
Q1
$274K Sell
2022
Q4
$265K Buy