Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
2025
Q1
$327K Hold
2024
Q4
$327K Sell
2024
Q3
$461K Buy
2024
Q2
$304K Buy
2024
Q1
$202K Buy
2023
Q4
$161K Buy