Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
2025
Q1
$373K Hold
2024
Q4
$330K Hold
2024
Q3
$332K Sell
2024
Q2
$260K Sell
2024
Q1
$290K Sell
2023
Q4
$252K Buy
2023
Q3
$210K Buy
2023
Q2
$201K Buy
2023
Q1
Sell
2022
Q4
$208K Buy