Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$290K Sell
2024
Q4
$533K Buy
2024
Q3
$420K Buy
2024
Q2
$374K Buy
2024
Q1
$405K Sell
2023
Q4
$385K Buy
2023
Q3
$91.1K Buy
2023
Q2
$157K Buy
2023
Q1
$118K Sell
2022
Q4
$109K Sell
2022
Q3
$135K Buy
2022
Q2
Sell
2022
Q1
$266K Buy