Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
2025
Q1
$270K Sell
2024
Q4
$365K Buy
2024
Q3
$328K Buy
2023
Q2
Sell
2023
Q1
$6.71K Hold
2022
Q4
$6.06K Buy
2022
Q3
$4K Buy
2022
Q2
$3K Buy
2022
Q1
$1K Sell
2021
Q4
$2K Buy