Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$393K Buy
2024
Q3
$370K Buy
2024
Q2
$355K Buy
2024
Q1
$394K Sell
2023
Q4
$381K Sell
2023
Q3
$364K Buy
2023
Q2
$309K Sell
2023
Q1
$332K Sell
2022
Q4
$317K Buy
2022
Q3
$262K Buy
2022
Q2
$242K Buy