Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
2025
Q1
$544K Buy
2024
Q4
$485K Sell
2024
Q3
$452K Sell
2024
Q2
$570K Buy
2024
Q1
$508K Buy
2023
Q4
$393K Hold
2023
Q3
$333K Sell
2023
Q2
$372K Buy
2023
Q1
$153K Sell
2022
Q4
$111K Hold
2022
Q3
$104K Buy