Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
2025
Q1
$236K Sell
2024
Q4
$220K Sell
2024
Q3
$231K Buy
2021
Q4
Sell
2021
Q3
$232K Buy
2021
Q2
$229K Buy
2021
Q1
$191K Buy
2020
Q4
$147K Buy