Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
2025
Q1
$336K Sell
2024
Q4
$523K Buy
2023
Q1
Sell
2022
Q4
$314K Buy
2022
Q3
Sell
2022
Q2
$17K Buy
2021
Q4
Sell
2021
Q3
$102K Buy