Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Hold
2025
Q1
$366K Hold
2024
Q4
$453K Buy
2024
Q3
$160K Hold
2024
Q2
$248K Hold
2024
Q1
$171K Sell
2023
Q4
$729K Buy
2023
Q3
$283K Sell
2023
Q2
$515K Sell
2023
Q1
$490K Buy
2022
Q4
$261K Buy
2022
Q3
$130K Buy
2022
Q2
$171K Buy
2022
Q1
$365K Buy