Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$289K Buy
2024
Q4
$313K Buy
2024
Q3
$407K Sell
2024
Q2
$408K Buy
2024
Q1
$460K Buy
2023
Q2
Sell
2023
Q1
$357K Buy
2022
Q4
$327K Sell
2022
Q3
$286K Hold
2022
Q2
$289K Sell
2022
Q1
$330K Hold
2021
Q4
$377K Buy