Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$395K Sell
2025
Q1
$396K Buy
2024
Q4
$340K Buy
2024
Q3
Sell
2024
Q2
$562K Buy
2024
Q1
Sell
2023
Q4
$989K Buy
2023
Q3
$310K Sell
2023
Q2
$381K Buy
2023
Q1
$324K Sell
2022
Q4
$317K Buy