Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
2025
Q1
$276K Buy
2024
Q4
$233K Buy
2024
Q3
$351K Sell
2024
Q2
$649K Buy
2024
Q1
$572K Sell
2023
Q4
$863K Sell
2023
Q3
$726K Buy