Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$735K Hold
2025
Q1
$638K Buy
2024
Q4
$725K Sell
2024
Q3
$672K Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.81M Buy
2023
Q4
$762K Buy
2023
Q3
$269K Buy
2023
Q2
$275K Sell
2023
Q1
$222K Sell
2022
Q4
$189K Sell
2022
Q3
$273K Buy
2022
Q2
$211K Buy
2022
Q1
$261K Buy