Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$712K Sell
2025
Q1
$641K Buy
2024
Q1
Sell
2023
Q4
$691K Buy
2023
Q2
Sell
2023
Q1
$556K Hold
2022
Q4
$530K Hold
2022
Q3
$377K Hold
2022
Q2
$319K Hold
2022
Q1
$543K Buy