Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$171K Sell
2025
Q1
$226K Buy
2024
Q4
$217K Buy
2024
Q3
$207K Buy
2024
Q2
$301K Buy
2024
Q1
$206K Sell
2023
Q4
$314K Sell
2023
Q3
$184K Buy
2023
Q2
$224K Sell
2023
Q1
$227K Buy
2022
Q3
Sell
2022
Q2
$146K Buy
2022
Q1
$230K Buy