Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
2025
Q1
$401K Sell
2024
Q4
$374K Buy
2024
Q3
$301K Sell
2024
Q2
$278K Buy
2024
Q1
$304K Sell
2023
Q4
$308K Sell
2023
Q3
$295K Sell
2023
Q2
$338K Buy