Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Sell
2025
Q1
$487K Buy
2024
Q4
$395K Sell
2024
Q3
$446K Sell
2024
Q2
$426K Hold
2024
Q1
$466K Hold
2023
Q4
$451K Buy
2023
Q3
$348K Sell
2023
Q2
$442K Hold
2023
Q1
$411K Hold
2022
Q4
$445K Sell
2022
Q3
$401K Buy
2022
Q2
$422K Buy
2022
Q1
$433K Buy
2021
Q4
$512K Buy