Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$180K Sell
2024
Q4
$944K Sell
2024
Q3
$1.33M Buy
2024
Q2
$1.04M Buy
2024
Q1
$900K Sell
2023
Q4
$2.38M Buy
2023
Q3
$222K Sell
2023
Q2
$552K Buy
2023
Q1
$559K Buy